Description Investor Services Specialist – Premier Private Equity Firm Interested? Let’s Connect! If this opportunity aligns with your background, apply today and send your résumé to JC del Rosario via LinkedIn—I’d love to connect and learn more about you. About the Role A well‑established and highly respected private equity firm is seeking an Investor Services Specialist to join their growing team. This role is ideal for someone who thrives in a dynamic environment, enjoys solving problems, and excels at managing multiple priorities with accuracy and confidence. You’ll play a key role in supporting investor operations, communications, data integrity, and process enhancements across the platform while collaborating closely with internal and external partners. What You’ll Do Investor Reporting + Prepare and distribute quarterly/annual reports, capital account statements, and other fund‑related financial materials. Operations & Communication + Manage shared inboxes and deliver timely, high‑quality investor communications. + Support onboarding processes for new funds and investor relationships. Data & Systems + Maintain accurate investor data across CRM and fund accounting platforms. + Contribute to system upgrades and implementations, including tools such as Investorflow, Allvue, and Sensr. Cross‑Functional Collaboration + Work closely with Investor Relations, Finance, and third‑party consultants on strategic and ad hoc initiatives. Compliance + Coordinate AML/KYC documentation and tax form collection with external service providers. Continuous Improvement + Recommend and implement enhancements to reporting templates, workflows, and the investor portal experience. Why Join Us + Competitive base salary + annual performance bonus + 100% employer‑paid medical, dental, and vision coverage + Strong retirement contributions and valuable firmwide perks + Supportive, organized, and hands‑on manager who provides structure and clarity + Free meals and a highly collaborative, team‑focused culture Requirements Want to Learn More? If this role aligns with your background and long‑term goals, apply today and share your résumé with JC del Rosario via LinkedIn—let’s explore whether this could be the right next step in your career journey. What We’re Looking For + Bachelor’s degree in Economics, Business, Finance, or a related discipline + 3+ years of experience in investor services, fund operations, or a similar client‑facing operational function + Exceptional organizational skills with the ability to juggle multiple priorities and meet deadlines + Strong communication abilities, including writing emails and professional virtual‑meeting etiquette + Proficiency in Excel; familiarity with CRM or fund accounting systems is a plus + Quick learner who can navigate new systems and contribute to improving workflows and processes + Experience supporting or leading system implementations is highly beneficial and strongly valued Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .