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InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

We are looking for an Associate Consultant who will assist our implementation and support teams with tasks related to configuration of client systems, setup of client data, and processing of documents.

You Will

  • Assist in the build/configuration, implementation, data upload and maintenance of our Investor Portal product.
  • Support teams through Implementation process.
  • Manage multiple client requests.
  • Assist clients with any questions, serving requests, configuration, and feature implementation.

You Have

  • Bachelor's Degree in Business Administration, Management Information Systems, Computer Science, or a related field.
  • Strong, professional, written communication skills in English.
  • Solid proficiency in Microsoft Excel.
  • Service and solution-oriented mindset.
  • Analytical mindset with ability to think critically and problem solve.
  • Ability to work independently as well as collaboratively across teams to ensure effective solution delivery.
  • Creativity and resourcefulness.
  • Commitment to achieving deadlines.
  • Capacity to learn new systems/processes/industries quickly.
  • Detail oriented mindset.
  • Knowledge of HTML is a plus!

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $3.5 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.

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Confirmed 42 minutes ago. Posted 30+ days ago.

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