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GP Fund Solutions · 13 hours ago

Investor Services Associate

Latham, NY

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

GP Fund Solutions is a people-first fund administrator serving clients across the US, UK, and EU. The role of Investor Services Associate involves delivering exceptional services, maintaining data accuracy, and building lasting investor relationships.

AccountingConsultingFinanceFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Enter and maintain non-financial data accurately, sourced from original documentation

Process updates and revisions to investor and investment non-financial information as needed

Coordinate and/or prepare monthly reconciliations to ensure data accuracy and consistency

Communicate proactively with clients and GPFS team members to resolve open items, clarify requests, and provide timely status updates

Upload and manage documents, as well as create campaigns within industry-specific online portals, collaborating with internal teams to ensure proper timing and completion

Support and review projects related to client requests or internal operational goals

Develop, organize, and maintain initial CRM data based on original documentation

Extract and input data into standardized templates and internal systems with a focus on accuracy, efficiency, and completeness

Qualification

Microsoft OfficeData accuracyCRM data managementCommunication skillsTeam collaboration

Required

Bachelor's degree in business or related field

0+ years of administrative or other related experience

Proficiency with Microsoft Office (Excel, Word, Outlook, Teams)

Benefits

Competitive Medical, Dental & Vision Insurance

Company-Paid Life Insurance & 401(k)

Generous PTO, Sick Time & Paid Holidays

Hybrid Scheduling after probation period

Company

GP Fund Solutions

We are the fund administrator of choice for a wide range of customers in the US, UK and EU.

Founded in 2011

Latham, New York, USA

51-200 employees

https://gpfundsolutions.com/

H1B Sponsorship

GP Fund Solutions 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

2024 (1)

Funding

Current Stage

Growth Stage

Leadership Team

Glen Shields

Founder and CEO

Company data provided by crunchbase