Senior Investor Relations Consultant

Armanino

. Independently manage end to end investor onboarding and maintenance, including collection, review, and validation of governing and due diligence documents through Anduin and external counsel coordination.

Posted 5/1/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Independently manage end to end investor onboarding and maintenance, including collection, review, and validation of governing and due diligence documents through Anduin and external counsel coordination.
Own the accuracy and integrity of investor records across systems (Investran, investor portals, document repositories), ensuring data is complete, compliant, and audit ready.
Track and reconcile investor transactions including capital calls, distributions, subscriptions, redemptions, and transfers; proactively identify and resolve discrepancies.
Build, maintain, and enhance investor reporting and metrics (e.g., investor type, location, trends) to support client and leadership insights.
Serve as a primary escalation point for investor and client inquiries related to onboarding, reporting, statements, audit needs, and portal functionality.
Communicate clearly, professionally, and proactively with fund clients, LP investors, outside counsel, and internal teams.
Anticipate investor and client needs, providing timely updates and solutions with minimal direction.
Partner cross functionally with accounting, treasury, and fund administration teams to ensure seamless coordination of LP information and money movements.
Collaborate with team leaders and senior stakeholders to streamline, standardize, and improve investor relations processes.
Provide structured insights, updates, and recommendations to senior management on investor trends, risks, and client service opportunities.
Effectively manage multiple priorities and deadlines in a fast paced, client driven environment.
Adapt quickly to changing client requirements, fund events, and operational priorities.
Actively contribute to department initiatives and continuous improvement efforts based on hands on experience and data driven observations.

Requirements

What you’ll need

Bachelor’s degree in Finance, related discipline, or equivalent experience required.
Minimum 3 years of relevant experience in investor relations, fund administration, private equity/alternative investments, or a related client service professional services role.
Advanced proficiency in Microsoft Excel, including use of pivot tables, lookups (VLOOKUP/XLOOKUP), and data analysis.
Demonstrated experience independently managing end-to-end investor onboarding and maintenance workflows, including document collection, review, and validation.
Proven experience communicating directly with clients, investors, and senior internal stakeholders in a professional services or client-facing environment.
Experience managing multiple concurrent priorities and deadlines in a fast-paced, deadline-driven environment.
Experience working in a role requiring ownership of deliverables and accountability for accuracy and timeliness of outputs.
Experience partnering cross-functionally with accounting, treasury, fund administration, or related teams to support client deliverables or operational processes.

Benefits

Comp & perks

Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investor onboardingdata analysisdocument validationcapital callsdistributionssubscriptionsredemptionsMicrosoft Excelpivot tablesVLOOKUP

Soft Skills

communicationproblem-solvingtime managementadaptabilitycollaborationclient serviceproactive approachattention to detailorganizational skillsleadership