CFGI · 1 day ago
Investor Services - Consultant
Washington, DC
Full-time
Onsite
New Grad, Entry LevelCFGI is seeking a consultant to join their Asset Management team with a focus on Investor Services. The role involves supporting private equity clients with investor request management and requires strong project management and multitasking skills.
AccountingConsultingFinancial Services
Responsibilities
Utilize Salesforce to review, action and track investor request activity with a focus on quality and efficiency
Partner with client stakeholders to gather information needed to provide complete and accurate responses to investors
Develop a working knowledge of designated products, including their underlying portfolios and governing documents, to quickly provide investors with information
Manage daily investor interactions using high-touch, personalized communication to provide visibility into request progress
Capture investor feedback and synthesis into actionable process changes designed to create a superior client experience
Work collaboratively with other members within the designated product team to create a seamless operation
Willingness to work flexible hours and monitor emails outside of normal working hours based on client needs
Collaborate with the client’s investor relations team on ad hoc projects
Cross train on other functions within client service to create a strong bench of resources
Create, maintain and enhance standard operating procedures
Work with investor service counterparts to prepare and present investor request activity to client executive level stakeholders
Qualification
Required
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
Company
CFGI
CFGI is a corporate finance and financial consulting firm that specializes in complex accounting, reporting, tax, and compliance issues.
Founded in 2000
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
The Carlyle Group
2021-09-15Acquired
2018-03-01Private Equity
Leadership Team
Nicholas J. Nardone
Co-CEO
Steven M Michienzi
Chief Financial Officer
Recent News
Research and Markets
2025-09-02
Computer Weekly
2025-07-10
Company data provided by crunchbase