Investor Services - Consultant at CFGI

United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Private EquityIndustries

Requirements

Bachelor’s Degree preferred
Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams
Entrepreneurial nature, self-motivated, ethical, and dependable
Effective analytical and critical thinking abilities
High energy with commitment to quality client service
Strong research/data mining skills
Effective time management skills, ability to meet deadlines and project manage
High integrity and must be able to maintain confidentiality of sensitive and proprietary information
Advanced PC skills and excellent Microsoft Office skills
Intermediate level Excel skills
Familiarity with SharePoint, Salesforce, or another CRM systems a plus
Ability to thrive in a fast-paced environment, manage multiple priorities, and handle project-based work
Availability for 11:00 am to 8:00 pm EST hours

Responsibilities

Coordinating with internal and external stakeholders to onboard investor information into client systems, including reviewing investor documents for completeness
Entering key information from Subscription documents and Side Letters into the system, ensuring accuracy through approvals and completion
Organizing and maintaining thorough records for the team, updating status trackers, and uploading documents to secure internal databases
Maintaining confidentiality of all sensitive issues and assisting in a wide variety of projects as assigned
Uploading diligence materials, capital calls, distribution notices, quarterly reporting, and annual reporting to the investor website, managing all steps to completion
Corresponding directly with internal and external stakeholders regarding document details, timing, errors, and presentation to ensure quality and consistency
Updating investor contact information and managing access rights to the investor reporting website; responding to investor requests as appropriate
Monitoring and tracking investor requests, liaising internally to source information, and ensuring accurate, complete responses within allotted time
Frequent use of client systems such as Salesforce to manage workflows, track deliverables, and maintain compliance
Collaborating across teams to troubleshoot issues, streamline processes, and drive efficiencies

Skills

Key technologies and capabilities for this role

SalesforceProject ManagementInvestor OnboardingAccount ManagementComplianceStakeholder CoordinationDocument ManagementProcess StreamliningMultitasking

Questions & Answers

Common questions about this position

What are the working hours for this role?

The hours for this role are 11:00 am to 8:00 pm EST, and all time zones are encouraged to apply.

What skills are essential for this position?

Strong project management and multitasking skills are essential, along with proficiency in client systems like Salesforce, excellent interpersonal and written communication skills, and the ability to manage multiple priorities in a fast-paced environment.

What is the salary or compensation for this role?

This information is not specified in the job description.

What kind of work environment can I expect in this role?

This role thrives in a fast-paced environment with project-based work, frequent collaboration across teams, and the need to manage multiple priorities simultaneously while supporting private equity clients.

What makes a strong candidate for this consultant position?

A strong candidate has a Bachelor’s Degree preferred, excellent interpersonal and written communication skills, experience with investor onboarding and account management, and thrives in managing multiple priorities with strong project management abilities.

CFGI

Financial consulting and interim management services

About CFGI

CFGI provides specialized financial consulting services to assist companies with both routine and complex business challenges. The firm acts as an extension of a company's finance team, offering support in various roles such as technical accounting advisor, M&A support, and interim management for positions like Controller or CFO. CFGI's services include technical consulting, corporate tax assistance, private equity services, valuation, and robotic process automation (RPA). What sets CFGI apart from its competitors is its ability to integrate seamlessly with internal teams, providing tailored support that meets the specific needs of each client. The goal of CFGI is to enhance the financial operations of businesses, ensuring they navigate challenges effectively and achieve their strategic objectives.

Boston, MassachusettsHeadquarters

2000Year Founded

BUYOUTCompany Stage

Robotics & Automation, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Professional Development Budget

Flexible Work Hours

Remote Work Options

Wellness Program

Mental Health Support

Paid Sick Leave

Paid Vacation

Paid Holidays

401(k) Company Match

Employee Referral Bonus

Employee Discounts

Company Social Events

Risks

Emerging APAC firms may challenge CFGI's market share despite FloQast partnership.

Integration of PAS Financial Advisory AG may face cultural and operational challenges.

SecurityScorecard partnership could pose cybersecurity risks if not properly managed.

Differentiation

Founded by former Big 4 professionals, CFGI offers deep public accounting expertise.

CFGI provides flexible roles, from technical advisor to interim CFO, enhancing client support.

CFGI's independence from auditor restrictions allows tailored solutions for complex scenarios.

Upsides

CFGI's partnership with FloQast enhances financial solutions in North America and Europe.

Acquisition of PAS Financial Advisory AG strengthens CFGI's presence in the DACH region.

Growing demand for ESG consulting aligns with CFGI's expertise in compliance and reporting.

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