Investor Services Associate
Kaufman Rossin
Bengaluru, Karnataka, India0–2 yrs3h agovia LinkedIn
This job at a glance
- Who can apply
- Freshers and up to 2 years · Bachelor's degree
- Must know
- Excel
- Nice to have
- Accounting
- Work
- On-site in Bengaluru
- Pay
- Not stated by the employer.
- Skill demand
- Excel40%Accounting28%of 99 similar fresher jobs posted in India this week
- Listed
- 10 Nov 2026 · still open
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About the Role
Kaufman Rossin Alternative Investment Services, LLC is seeking an Investor Services Associate to join our rapidly growing fund administration practice in Miami. This group provides fund administration services to investors in domestic and offshore hedge fund/private equity fund clients.
Key Responsibilities
- Processing capital activity (subscriptions, transfers, redemptions)
- Reviewing fund and investor documentation
- Performing anti-money laundering and due diligence checks on investors
- Investor reporting
- Handling investor communications and inquiries
Requirements & Tech Stack
- Understanding of investor reporting matters
- Understanding of anti-money laundering procedures and matters
- Ability to clearly communicate with clients/investors via email and phone
- Ability to review documents and liaise with clients/investors to ensure documents are complete
- Knowledge of record keeping systems a plus
- Understanding of accounting and financial reporting a plus
- Team player with superior organizational skills
- Ability to work independently, problem solve, and take initiative
- Strong communication skills
- Strong computer skills
- Attentive to details and both quick and accurate in handling them
Qualifications
- Bachelor's degree in accounting, Finance, or related discipline
- Advanced proficiency with Microsoft Excel
- Strong organizational and analytical skills
- Excellent verbal and written communication skills