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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.
