As an Analyst within our Investor Services team, you will perform reviews of investor documentation, investor support and outreach, and process updates to existing investors information
Job Summary
As an Analyst within our Investor Services team, you will perform reviews of investor documentation, investor support and outreach, and process updates to existing investors information.
Bridge Fund Financial Services is a full-service alternative investment fund administrator providing real-time coordination, value-add services, and detailed reporting to Bridge Investment Group and its investors.
We offer a full insurance benefit suite, 401K matching up to 6%, 17 days of Paid Time Off per year, 11 Paid Holidays, and paid parental leave.
Matching Summary
As an Analyst within our Investor Services team, you will perform reviews of investor documentation, investor support and outreach, and process updates to existing investors information.
Skills & Requirements
Must-have
Investor documentation review
Investor support and outreach
Process updates to investor information
Tax, AML/KYC, Legal and Compliance awareness
Timely and professional communication
Data entry and document reviews
Nice-to-have
Proactive follow-up skills
Ability to work under pressure
Excellent relational skills
Refined written and verbal communication
Strong interpersonal skills
Energy, innovation, collaboration, flexibility
Key Requirements
Degree in Finance, Business, Economics, or related field preferred
Working experience in investor services or related field preferred
Proficiency in Microsoft Office, especially Excel
Knowledge of legal entity structures helpful
Experience reviewing organizational documentation a plus
Working knowledge of Salesforce and other CRM platforms helpful