Petra Funds Group

Investor Services – Associate

National - US

Sponsorship not specified$82k-$123kDetected 33 days ago

RESTCRMAccountingExcelCommunicationTime Management

About the role

Petra Funds Group is a single source provider for the fund administration and fund infrastructure needs of Private Equity and Debt Funds.
Petra is made up of highly experienced professionals across the US and Europe.
In a business where accuracy and timeliness are paramount, having a deep bench who have spent years working inside of asset managers is what truly differentiates us.

Upload and maintain all documents on the investor portal and send out all related correspondence to investors
Review emails for contact changes and perform necessary steps for approval of contact updates
Update and maintain contact updates in communication grid and CRM system/investor portal
Ensure accuracy and comprehensiveness when collecting and verifying essential documents. Aptitude to identify potential discrepancies or issues.
Perform verbal confirmations for investor wire instruction updates
Update and maintain communication grid and CRM system/investor portal in relation to contact and wire instruction updates
Familiarity with entity documents (ie. Trust/LLC/Corp/Partnership)

Minimum of four (4) years of operational or financial service experience in the fund accounting industry
Strong attention to detail with good time management, the ability to multi-task, analytical skills, and organization
Ability to efficiently communicate through oral and written communication
Ability to work in a dynamic environment and adapt to changing priorities
The ideal candidate must demonstrate strong attention to detail, organization, initiative, ability to multi-task, time management, and have experience with different CRM systems.

The compensation range for this position is $82,000 - $123,000 per year.
This range represents the base salary only.
Actual pay will depend on factors such as qualifications, experience, and skills.
We believe people do their best work when they feel supported - personally and professionally.
401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
Hybrid work environment t hat offers flexibility and supports work-life balance.

At Petra Funds Group, we are committed to transparency and equity in our hiring practices.
That's why we offer a comprehensive benefits package that reflects our commitment to your well-being.
Our perks include:
90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum - available to employees enrolled in our high-deductible health plan. *
Flexible paid time off to recharge, travel, or take care of what matters most.
Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.

At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.
Our foundation is built on trust, experience, and uncompromising accuracy.
Our people are experts.
We work collaboratively.
We are relentless in our process and put attention to detail first.

This listing is sourced directly from Petra Funds Group's careers page and normalized into a canonical job model.