Stone Coast Fund Services ยท 3 days ago
Senior Investor Services Representative
Portland, ME, US
Full-time
Hybrid
Mid, Senior Level
3+ years expStone Coast Fund Services is an award-winning hedge fund administrator that values its employees and community. The Senior Investor Services Representative is responsible for servicing client investors, processing transaction requests, and mentoring team members to ensure high-quality service.
ConsultingFinancial ServicesInsurance
Responsibilities
Analyze and assess transaction information to process investor subscription, transfer, and redemption requests in accordance with established department procedures and client-specific requirements
Set up and record investor and transaction information
Review the entry, maintenance, and reporting of investor information, investor attributes, and investor capital activity into the investor accounting system and/or investor services system and supporting databases
Mentor, train, and support team members, being a resource to Investor Services Representatives within the group and promoting an environment of teamwork and collaboration
Respond to all client service requests and collaborate and communicate with both IS colleagues and cross-departmental colleagues to provide best possible service and apply judgement as to when escalation is required
Participate in team meetings, trainings, user testing in support of technology initiatives, and cross-functional or companywide projects
Qualification
Required
Three or more years of experience in Investor Services for hedge funds and is comfortable and proficient acting as a primary liaison with fund managers and investors
Demonstrates superior verbal and written communication skills
Communicates complex concepts comfortably, respectfully, and proficiently in both verbal and in written form
Demonstrates effective client service-oriented attitude
Learns quickly to work with new systems and technology
Desires and is able to learn quickly, adapts to change and growth, and thrives in a fast-paced environment
Possesses a strong work ethic and is detail-oriented, organized, and conscientious
Successful experience working in a team and enjoys establishing and nurturing positive relationships with coworkers, clients, and business partners
Four-year college degree preferably in Accounting, Finance, Business Management or Economics
Preferred
Experience reviewing and understanding legal documents, entity formation documents (such as foundation charters, trust documents, LLC agreements), fund offering documents, subscription agreements, client and company policies, and regulatory guidance
Benefits
Remote work flexibility
Competitive pay and benefits
Rapid opportunity for promotion
Fully paid community service days
Company
Stone Coast Fund Services
Stone Coast Fund Services is a financial services company providing hedge fund administration and consultancy services.
201-500 employees
H1B Sponsorship
Stone Coast Fund Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
Funding
Current Stage
Growth StageCompany data provided by crunchbase