Senior Investor Relations Consultant
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Job Description
Senior Consultant managing end-to-end investor onboarding and maintenance at Armanino. Collaborating with clients and internal teams to ensure compliance and accuracy in investor records.
Responsibilities:
- Independently manage end to end investor onboarding and maintenance, including collection, review, and validation of governing and due diligence documents through Anduin and external counsel coordination.
- Own the accuracy and integrity of investor records across systems (Investran, investor portals, document repositories), ensuring data is complete, compliant, and audit ready.
- Track and reconcile investor transactions including capital calls, distributions, subscriptions, redemptions, and transfers; proactively identify and resolve discrepancies.
- Build, maintain, and enhance investor reporting and metrics (e.g., investor type, location, trends) to support client and leadership insights.
- Serve as a primary escalation point for investor and client inquiries related to onboarding, reporting, statements, audit needs, and portal functionality.
- Communicate clearly, professionally, and proactively with fund clients, LP investors, outside counsel, and internal teams.
- Anticipate investor and client needs, providing timely updates and solutions with minimal direction.
- Partner cross functionally with accounting, treasury, and fund administration teams to ensure seamless coordination of LP information and money movements.
- Collaborate with team leaders and senior stakeholders to streamline, standardize, and improve investor relations processes.
- Provide structured insights, updates, and recommendations to senior management on investor trends, risks, and client service opportunities.
- Effectively manage multiple priorities and deadlines in a fast paced, client driven environment.
- Adapt quickly to changing client requirements, fund events, and operational priorities.
- Actively contribute to department initiatives and continuous improvement efforts based on hands on experience and data driven observations.
Requirements:
- Bachelor’s degree in Finance, related discipline, or equivalent experience required.
- Minimum 3 years of relevant experience in investor relations, fund administration, private equity/alternative investments, or a related client service professional services role.
- Advanced proficiency in Microsoft Excel, including use of pivot tables, lookups (VLOOKUP/XLOOKUP), and data analysis.
- Demonstrated experience independently managing end-to-end investor onboarding and maintenance workflows, including document collection, review, and validation.
- Proven experience communicating directly with clients, investors, and senior internal stakeholders in a professional services or client-facing environment.
- Experience managing multiple concurrent priorities and deadlines in a fast-paced, deadline-driven environment.
- Experience working in a role requiring ownership of deliverables and accountability for accuracy and timeliness of outputs.
- Experience partnering cross-functionally with accounting, treasury, fund administration, or related teams to support client deliverables or operational processes.
Benefits:
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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