Investor Services

1 week ago

Bengaluru, Karnataka, India Weekday AI Full time US$ 21,00,000 - US$ 42,00,000 per year

This role is for one of the Weekday's clients

Min Experience: 8 years

Location: Bengaluru

JobType: full-time

We are seeking an experienced Investor Services Specialist with a strong background in client-facing financial services, specifically supporting hedge funds, private equity funds, or mutual funds. The ideal candidate will have hands-on experience in investor relations, transfer agency operations, and end-to-end account servicing. This role requires excellent communication skills, strong attention to detail, and the ability to manage complex investor transactions while ensuring a high standard of service delivery.

Requirements
Key Responsibilities
  • Serve as the primary point of contact for investors, addressing queries and delivering high-quality service.
  • Manage investor relations and strengthen client relationships through effective communication and support.
  • Handle end-to-end investor account opening and onboarding with accuracy and efficiency.
  • Execute transaction processing including subscriptions, redemptions, transfers, and switches.
  • Support transfer agency activities and maintain accurate investor records.
  • Prepare reports, statements, and documentation required for investor servicing.
  • Manage client-facing interactions across hedge funds, private equity funds, mutual funds, or other asset classes.
  • Assist in resolving investor issues, ensuring compliance with operational standards and regulatory requirements.
Must-Have Experience
  • Investor Relations
  • Transfer Agency operations
  • Investor Servicing for Hedge Funds / Private Equity Funds / Mutual Funds
  • Strong client handling and client-facing interaction experience
Additional Preferred Experience
  • Investor servicing across other asset classes (mention type and years of experience)
  • Report writing and documentation management
  • Hands-on experience in end-to-end account opening and transaction processing
Skills
  • Investor Relations
  • Client Handling & Communication

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