Investor Services - Manager na Petra Funds Group

What You Will Do:
The Manager– Investor Services will be responsible for managing internal and external client and investor requests. This role requires an experienced investor servicing professional with a minimum of 5 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.

Key Responsibilities:

• Serve as a key point of contact for investor communications, managing complex inquiries through the investor servicing inbox with a focus on accuracy, responsiveness, and a high standard of client service.

• Oversee the timely and compliant posting of investor documents to the investor portal, ensuring data integrity, confidentiality, and adherence to regulatory and internal requirements.

• Maintain and enhance CRM (Salesforce) and investor portal (eFront) data governance, proactively identifying and resolving data quality issues while supporting analytics and reporting needs.

• Coordinate and review capital call, distribution, and other investor transaction processes, ensuring accuracy, consistency, and alignment with fund timelines.

• Ensure investor communications and data management align with firm policies, controls, and compliance frameworks, escalating potential issues as appropriate.

• Partner cross-functionally with Treasury, Fund Accounting, Data & Reporting, and other teams to deliver a seamless and high-quality investor experience.

• Lead aspects of new investor onboarding and contribute to process improvement initiatives that enhance efficiency and client satisfaction.

• Manage the completion and review of investor due diligence questionnaires (DDQs) and other ad hoc investor reporting requests.

What You’ll Need:

• Minimum of 5 years of operational or financial service experience in the fund accounting industry
• Previous experience in Private Equity is preferred
• Proficient in Microsoft Word, Excel, Adobe Acrobat, Outlook, PowerPoint, and CRM applications
• Previous experience with tech implementations
• Ability to think from a process improvement perspective
• 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

Salary Range
At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $102,000 - $153,000 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. 

• Certified Great Place to Work®, based on direct employee feedback about our culture, trust, and workplace experience. 

*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.