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Petra Funds Group

Investor Services – Associate

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Petra Funds Group is a single source provider for the fund administration and fund infrastructure needs of Private Equity and Debt Funds. 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.

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.

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.

What You Will Do:

The Investor Services Associate will be responsible for managing external client and investor requests. This role requires an experienced investor servicing professional with a minimum of four (4) years of operational or financial services experience in the fund accounting industry. The ideal candidate must demonstrate strong attention to detail, organization, initiative, ability to multi-task, time management, and have experience with different CRM systems.

Responsibilities:

  • Upload and maintain all documents on the investor portal and send out all related correspondence to investors
  • Process investor and client requests via email
    • 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
  • Generate contact reports on an as needed basis per client requests
  • Complete audit confirmations and DDQs for investors on an as needed basis
  • Collaborative feedback with clients and fund admin team to provide assistance on investor services related communication to investors
  • Assist with ad-hoc projects/requests as needed

What You’ll Need:

  • Minimum of four (4) years of operational or financial service experience in the fund accounting industry
  • Proficient in Microsoft Word, Excel, Adobe Acrobat, Outlook, PowerPoint, and CRM applications
  • 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
  • Familiarity with entity documents (ie. Trust/LLC/Corp/Partnership)

Salary Range

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. 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.

How We Care

We believe people do their best work when they feel supported — personally and professionally. 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. *
  • 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.
  • 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.
  • Hybrid work environment that offers flexibility and supports work-life balance.

*Funded amount is prorated for new hires.

What We’re Proud Of

We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience:

  • Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture.
  • Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.