Investor Services Analyst

Investor Services Analyst at Masis Professional Group Investor Services Analyst at Masis Professional Group in Winthrop, Massachusetts Posted in 1 day ago.

Type:

full-time

Job Description:

Investor Services Analyst About the Opportunity A leading global investment firm is seeking an Investor Services Analyst to support its interval fund platform within the wealth channel. This is a high-impact, client-facing role designed for an early-career professional with experience servicing interval funds and working with financial advisor clients. The firm offers a collaborative, team-oriented environment with exposure to alternative investment strategies, including private credit, real estate, and private equity, delivered through semi-liquid fund structures. Position Overview This role serves as a key point of contact for wealth clients invested in U.S. registered interval and tender offer funds. The Investor Services Analyst (Wealth / Interval Funds) will play a critical role in delivering a high-quality client experience while supporting operational workflows across the full investor lifecycle. Working cross-functionally, this individual will partner with internal teams across distribution, operations, and fund reporting to ensure timely and accurate servicing of client needs. Key Responsibilities Serve as a primary contact for financial advisors and wealth clients invested in interval funds Coordinate investor onboarding and offboarding, including account setup and maintenance Manage client inquiries, RFIs, and due diligence requests in a timely manner Support investor servicing activities including cash flows, capital calls, and distributions Partner with internal teams to deliver accurate and timely client reporting Maintain and validate client data across internal systems Assist with client portal access, reporting delivery, and documentation updates Communicate fund-related updates and information to investors Collaborate with internal stakeholders to resolve client issues and improve processes Participate in system enhancements and operational improvement initiatives Qualifications 3-5 years of relevant experience (flexible up to ~8 years) in investment management, client service, or fund operations Direct experience working with interval funds or tender offer funds required Strong understanding of interval fund structures ('40 Act funds) Experience supporting wealth clients, RIAs, or financial advisors Strong organizational skills with the ability to manage multiple priorities Excellent communication and relationship management skills Analytical mindset with strong attention to detail Proficiency in Excel; exposure to SQL or Python is a plus Bachelor's degree required Why This Role Direct exposure to a fast-growing segment of the alternatives market Highly collaborative and visible role with client interaction Strong compensation and long-term growth potential Opportunity to deepen expertise in interval fund structures and investor servicing

Location:

Boston, MA (Hybrid)

Compensation:

$150,000 - $200,000+ base + bonus + full benefits