About this role
Senior Investor Services Analyst at Gen II Fund Services, LLC. Location: San Francisco or Denver. Role: review inquiries, process onboarding, maintain records Requirements: Bachelor’s degree is a plus; 2-4 years in financial services; proficiency with Microsoft 365; investor services background a plus; strong customer service and multi-tasking. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft 365, Intralinks, Investment Café, Allvue, InvestorVision, Allvue CRM Commitment: Full Time Workplace: Hybrid Languages: English