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Analyst, Investor Services

Company: Bridge Investment Group
Location: Sandy
Posted on: August 3, 2022

Job Description:

Make an impact:
As an Analyst within the Investor Services team, you will work with the team to perform reviews of investor documentation, investor support and outreach, and process updates to existing investors information as part of our ongoing maintenance processes.Participate in the documentation collection process from investors and investment managersBe aware of the Tax, AML/KYC, Legal and Compliance requirements, liaise with the appropriate departments to obtain these requirements form investors and act in accordance with all policies and proceduresDeliver high-quality service to investors and internal partners by providing timely and professional communication to inquiriesProactively follow-up with all parties involved in the account update process Assist with other investor onboarding processes, including but not limited to data entry, document reviews, and closing proceduresEnsure compliance with all established SOC controls

What you should bring:
Some experience in investor services, investor relations, or a related field (private equity, wealth management, financial services, fund administration, or in a legal capacity working with corporate transactions) preferred but not requiredKnowledge of legal entity structures will be helpful Experience reviewing and interpreting organizational documentation is a plusMust be proactive and possess solid follow-up skills with an ability to track aged or long-term tasksWorking knowledge of Salesforce and other CRM platforms will be helpfulHighly organized with a proven ability to work under pressure and meet deadlinesRefined written and verbal communication skills Strong interpersonal skillsAbility to work independently, as well as, within a team

What we offer:
Generous base salary and bonus programFull benefits suite including 401K, above-average PTO, Parental Leave and Medical, Dental, VisionAccess to benefits concierge serviceAccess to Mental Health & Wellbeing serviceBe part of a culture that is truly open door, with access to mentorship, leadership training, career advancement, and innovationOpportunities to join employee resources groups and participate in events hosted by the Bridge Women's Network, Black Inclusion Group, BIG Pride, Allies for AAPI, Unidos Latino and Hispanic Group, Bridge of Honor Veterans, and Advocates for AccessibilityOpportunity to be involved in community outreach and charity events

Get to know Bridge:
Bridge is a leading, vertically integrated real estate investment manager, diversified across specialized asset classes, with approximately $38.8 billion of assets under management as of March 31, 2022. Bridge combines its nationwide operating platform with dedicated teams of investment professionals focused on select U.S. real estate verticals: residential rental, office, development, logistics properties, net lease and real estate-backed credit. Bridge is well-regarded for its high integrity and collaborative leadership culture that rewards both individual thinking and team decision-making. Our leadership are seasoned professionals who bring their vast experience and high standards of excellence to their work. -Our leaders' value career development and take seriously the role they play in developing next generation leaders. Bridge professionals embody accountability and seek to deliver high-quality results through creativity and innovation. -

You are included:
Bridge Investment Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where all team members have the opportunity to achieve their highest potential.

Keywords: Bridge Investment Group, Sandy , Analyst, Investor Services, Professions , Sandy, Utah

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