Investment Associate

Job Description:Title: Investment Associate (Document)Duration: Long term contractLocation: New York, NY (Hybrid – 3 days onsite)
Job Summary: Responsible for reviewing private fund subscription documents—including subscription agreements, side letters, AML, and tax forms—to ensure accuracy and completeness. Manages document intake, categorization, and data entry within Anduin and Appian, maintains status logs, prepares final document packages, and supports investor onboarding.
Responsibilities:Accurately intake, review, and categorize subscription, AML, and tax documents using the Anduin and Appian platforms.Maintain up‑to‑date status trackers and communication logs to ensure full visibility of onboarding progress.Collate, prepare, and execute final document packages for investor onboarding.Execute test scripts for new fund launches, bug fixes, and enhancement releases.Maintain a current issue tracker reflecting all open, ongoing, and resolved items.Process requests to add or remove users from Anduin in a timely manner.Support the migration of documents between systems as part of digital transformation initiatives.
Mandatory Skills:Strong knowledge and experience in Subscription Review processes.In-depth understanding of Private Wealth Management operations.Proactive communication and stakeholder management.Maintain proficiency with document management systems (DMS) and collaboration tools.
Qualifications:Bachelor’s degree in business administration, Finance, or a related field.5+ years of hands-on experience in documentation management, drafting, or content governance roles.Strong experience with Microsoft Office Suite (Word, Excel, PowerPoint), SharePoint, Confluence, or similar platforms.