7 дней назад
Limited Partner Relations Specialist (Fintech)
100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Limited Partner Relations Specialist (Fintech): Managing investor communications, fund reporting, capital calls, banking issues, distributions, and subscription documents for a private-markets platform with an accent on accuracy, service quality, and cross-functional issue resolution. Focus on identifying recurring investor problems, building workflows and automations, and using AI and coding tools to improve fund administration at scale.
Location: New York City, NY; hybrid workplace
Salary: Base salary starts at $100,000 annually, with benefits and equity.
Company
is building financial infrastructure, software, and services for private markets, including funds administration, banking, and wealth platforms.
What you will do
- Serve as the first line for limited partner questions about fund economics, capital calls, wire and banking issues, distributions, subscription documents, K-1 and tax questions, and fund reporting.
- Manage day-to-day investor communications and maintain response and service quality across a high-volume queue.
- Handle complex and non-standard investor cases, identify urgent or sensitive issues, and escalate them with clear documentation and context.
- Work with legal, tax, banking, sales, and product partners to resolve investor issues.
- Identify recurring issues and edge cases, convert them into product feedback, and support relationship management with key customers.
- Turn repetitive work into workflows and automations, using AI and coding tools to prototype or ship improvements.
Requirements
- 0–1+ years of experience, ideally in a customer-facing role with operational responsibilities.
- Clear written communication and the ability to adapt tone for institutional limited partners and first-time angel investors.
- Ability to stay accurate and calm under pressure during high-volume periods, delayed wires, and difficult customer interactions.
- Experience using AI tools to improve personal and team effectiveness.
- Initiative, sound judgment, strong collaboration, and a willingness to ask questions and solve problems independently.
- Curiosity about venture, private markets, and the mechanics of capital movement.
Culture & Benefits
- Work on financial infrastructure for private markets with substantial ownership and agency.
- Benefits and an equity package are provided in addition to base salary.
- Opportunities to develop from specialist to associate through practical problem-solving and increasing responsibility.
- Equal opportunity workplace that values diversity.
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