Senior Investor Services Specialist

CSC

Senior Associate managing end-to-end investor servicing activities in Private Equity Fund Administration. Ensuring compliance and investor communications in a hybrid work environment.

Posted 6/24/2026full-timeMumbai • 🇮🇳 IndiaSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transfer Agencycapital callsdistributionsinvestor onboardingKYCAMLdata integrityregulatory compliancefund administrationprivate equity fund structures

Soft Skills

attention to detailability to work under pressuremeet tight deadlinescommunication skillsinterpersonal skillsmentorshipworkflow management

Tools & Technologies

Microsoft ExcelInvestranGenevaIntralinksInvestor VisionInvestor portal

Industry Keywords

private equityalternative investmentsinvestor servicesinternal policiescontrols

About the role

Key responsibilities & impact

Manage the day-to-day operations of the Transfer Agency function for assigned private equity funds.
Execute capital calls, distributions, investor creation, and transfers in accordance with investor documentation and internal SLA.
Maintain and update the investor registry and related documentation, ensuring data integrity and confidentiality.
Support KYC/AML review and onboarding process for new investors in coordination with compliance and legal teams.
Review and approve investor notices, statements, and reporting packages prior to dissemination, ensuring accuracy, completeness, and regulatory compliance.
Liaise with internal teams (fund accounting, legal, compliance, etc.) and external stakeholders (clients, investors, auditors).
Manage multiple client mailboxes efficiently, ensuring all investor queries are addressed in a professional and timely manner.
Participate in system enhancements, process improvements, and UAT testing where applicable.
Provide training and mentorship to junior team members while assisting the Manager/AVP in managing workflows.
Maintain adherence to internal policies, controls, and regulatory requirements to ensure compliance.

Requirements

What you’ll need

Master’s degree in finance, accounting, business administration, or a related field.
5+ years of experience in Transfer Agency or investor services, preferably within private equity or alternative investments.
Strong knowledge of private equity fund structures (e.g., LP/GP, capital calls, distributions, equalization).
Proficiency in Microsoft Excel and experience with fund administration systems (e.g., Investran, Geneva, Intralinks, Investor Vision, Investor portal, etc.) is a plus.
Understanding of KYC/AML requirements and investor onboarding processes.
Strong attention to detail and ability to work under pressure and meet tight deadlines.
Excellent communication and interpersonal skills.

Benefits

Comp & perks

Annual success-sharing bonuses or commission plans based on individual performance.
Competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.