Analyst - Investor Services

Bridge Investment Group

Not specified; benefits: full insurance suite, 401...
Degree in finance or related field
Proficiency in microsoft excel
Experience in investor services or relations
The role involves performing reviews of investor documentation, supporting onboarding processes, and ensuring compliance with tax and legal requirements

Job Summary

  • The role involves performing reviews of investor documentation, supporting onboarding processes, and ensuring compliance with tax and legal requirements.
  • Bridge Fund Financial Services offers a comprehensive benefits suite including full insurance coverage, immediate 401k matching up to 6%, and paid parental leave.
  • The company fosters a culture of excellence and inclusivity, offering opportunities for development through initiatives like Culture Conversations.

Matching Summary

The role involves performing reviews of investor documentation, supporting onboarding processes, and ensuring compliance with tax and legal requirements.

Salary

Not specified; Benefits: Full insurance suite, 401k match up to 6% vested immediately, 17 days PTO, 11 holidays, tuition reimbursement up to $5,000/year

Skills & Requirements

Must-have

  • Degree in Finance or related field
  • Proficiency in Microsoft Excel
  • Experience in investor services or relations
  • Knowledge of legal entity structures
  • Ability to work under pressure

Nice-to-have

  • Experience with Salesforce or CRM platforms
  • Understanding of Tax, AML/KYC requirements
  • Proactive follow-up skills
  • Strong interpersonal communication skills
  • Background in private equity or wealth management

Key Requirements

  • Degree in Finance, Business, Economics, or related field
  • Working experience in investor services or related financial fields
  • Adept at Microsoft Office with essential Excel proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter