Investor Services Associate

The role

This individual will support investor transaction processing, reporting, and coordinate workflows with the fund administrator. The role involves managing investor documentation, due diligence requests, and capital activity reporting.

What you will do

• Assist with new client onboarding and coordinate with the fund administrator.
• Coordinate investor documentation, reporting requirements, and contact information.
• Manage investor due diligence requests by collaborating with internal stakeholders.
• Coordinate with the fund administrator to process subscriptions and redemptions.
• Support AML/KYC compliance and resolve investor-related transaction issues.
• Coordinate with outside legal counsel and internal teams to execute investor transfer requests.
• Manage FATCA and CRS-related reporting obligations.
• Maintain internal reporting of all capital activity and reconcile data with administrator records.
• Oversee the incoming cash process to ensure timely review and fund clearance.
• Monitor the shared Investor Relations inbox and coordinate responses.

Required qualifications

• Bachelor’s degree with strong academic performance.
• 3–5 years of relevant experience in investor services and reporting.
• Advanced proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
• Strong written and verbal communication skills.
• Exceptional attention to detail and a methodical approach.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Strong process management skills.
• Proactive, self-directed approach to problem-solving.
• Must be based in the greater Boston area.
• Ability to work a hybrid schedule with four days on-site in our Boston office.
• Must be authorized to work in the United States without sponsorship.

Nice to have

• Familiarity with Adobe Acrobat
• Experience with customer relationship management (CRM) systems

Benefits

• Performance-based bonuses
• Health insurance
• Dental coverage
• Vision coverage
• Employer-paid monthly premiums for health, dental, and vision
• Retirement contributions
• Paid time off
• Wellness benefits and programs

Before you apply

• Must be authorized to work in the United States without sponsorship.

About the company

RA Capital is a provider of capital and services to innovators, with $10 B+ under management. The firm invests from seed to IPO and focuses on medicines and Planetary Health.