Investor Associate

Job Description:Title: Investor Associate (Transfer)Duration: Long term contractLocation: New York, NY (Hybrid 3 days onsite)
Role Summary:Support investor transfers and ownership changes within Private Markets/Alternative Investments. Handle transfer documentation, approvals, investor servicing, KYC/AML, and investor records while coordinating with fund administrators, legal, compliance, and internal teams.
Key Responsibilities:Manage end-to-end investor transfers and ownership changes.Review transfer/subscription documents and KYC/AML requirements.Coordinate with investors, fund managers, legal, compliance, and fund administrators.Maintain accurate investor records and track transfer requests.Handle investor inquiries and complex/high-priority requests.Support process improvements, SOPs, projects, and regulatory initiatives.Mentor junior team members as needed.
Qualifications:Bachelor’s degree in Finance, Business, Accounting, Economics, or related field.4–6 years in Investor Relations, Transfer Agency, Fund Administration, or Private Markets.Strong Private Equity/Alternative Investments experience.Hands-on experience with investor transfers, ownership changes, secondary transactions, or investor recordkeeping.Knowledge of subscription/transfer documents and KYC/AML.Strong Excel, communication, analytical, and organizational skills.Experience with institutional/HNW investors preferred.Transfer agency/fund administration platforms preferred.PTP knowledge is a plus.