Investment Associate

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TYPE OF WORK

Full Time

SALARY

650

HOURS PER WEEK

40

DATE UPDATED

Apr 9, 2026

JOB OVERVIEW

We are seeking a detail-oriented Investment Associate to support investor documentation, onboarding, and fund operations. This role works closely with investment, accounting, and compliance teams to ensure accurate records, timely communications, and smooth operational processes.

Key Responsibilities
- Draft, review, and process investor-facing documents, including promissory notes, subscription agreements, and related onboarding materials, ensuring compliance with internal policies and regulatory requirements.
- Support investor onboarding by organizing and maintaining investor records, updating investor files, and managing data.
- Assist in managing investor email communications, including sending notifications and responding to investor inquiries in a timely manner.
- Prepare and submit investment capital inflow and outflow approvals, ensuring accuracy and procedural compliance.
- Provide administrative and coordination support for fund operations and compliance-related work.

Requirements
- Proficiency in English, both written and basic spoken, sufficient for routine work communication and documentation.
- Highly responsible and detail-oriented, able to accurately complete transactional and support tasks by following established processes.
- Strong organizational skills and a disciplined approach to file management, ensuring records are complete, accurate, and well-structured.
- Proficient in Excel, Word, and PDF tools, with the ability to prepare and maintain documents and data according to templates and guidelines.
- Good communication and follow-through skills, able to collaborate with accounting, tax, and compliance teams and handle investor-related information professionally.

Send your application along with your Resume in a PDF Format.

SKILL REQUIREMENT
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