Associate, Investor Services jobs in United States
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Graham Capital Management, L.P. · 1 week ago

Associate, Investor Services

Graham Capital Management, L.P. is an alternative investment manager specializing in discretionary and quantitative macro strategies. They are seeking an Investor Services Associate to support institutional and private wealth clients, focusing on client service and operational due diligence.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Support the firm's response to investor operational due diligence reviews, including completion of DDQs, custom questionnaires, and follow-up queries
Coordinate cross-functional responses and materials from internal teams (e.g., Legal, Compliance, Risk, Operations, and Technology) to ensure timely, accurate, and well-articulated deliverables
Maintain and update investor-facing documents, operational due diligence materials, and standard templates for consistency and quality
Partner with the broader Investor Relations team to help manage existing relationships and support new investor engagements
Assist with meeting preparation and follow-up, including the creation of customized materials and internal briefing memos
Manage investor information in the firm's CRM system, track diligence activities, and ensure proper documentation of client interactions
Attend and support investor meetings and calls as needed
Proactively contribute ideas and perspectives that help improve team processes, workflows, and client service capabilities

Qualification

Alternative investments experienceHedge fund knowledgeOperational due diligenceMicrosoft Office proficiencyCRM systems experienceProactive approachCommunication skillsAttention to detailOrganizational skillsProject management skillsCollaborative mindset

Required

Bachelor's degree
3-10 years of relevant experience within the alternative investments industry, ideally at a hedge fund
Familiarity with hedge fund structures, fund operations, and due diligence requirements of institutional allocators
A proactive and resourceful approach, with sound judgment and a willingness to take ownership
Collaborative mindset and eagerness to learn; thrives in a team-oriented culture that values shared success
Exceptional attention to detail and strong organizational and project management skills
Excellent written and verbal communication skills
Proficiency in Microsoft Office (Excel, Word) and experience with CRM systems
Series 3 will be required after joining

Preferred

Prior operational due diligence or client service experience at a hedge fund

Benefits

Discretionary annual bonus
Medical and life insurance
401(K) plans
Access to other healthcare programs

Company

Graham Capital Management, L.P.

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Who We Are & What We Do: Graham Capital Management, L.P.

H1B Sponsorship

Graham Capital Management, L.P. 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 (9)
2024 (6)
2023 (2)
2022 (2)
2021 (3)
2020 (3)

Funding

Current Stage
Growth Stage

Leadership Team

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Brian Douglas
Chief Executive Officer
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Company data provided by crunchbase