Dynamo Software

HQ
Watertown
351 Total Employees

Jobs at Dynamo Software

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One Month AgoSaved
In-Office or Remote
Watertown, MA, USA
Fintech • Software • Financial Services
Manage investor requests, reporting deliverables, questionnaires, statements, notices, and investor portal data. Coordinate with internal teams, maintain accurate investor records, review subscription information, support communications, and identify automation opportunities. The role requires strong organization, communication, attention to detail, Microsoft Office proficiency, familiarity with investor portals or CRM systems, and comfort using generative AI tools while protecting confidential information.