First Eagle Investments · 2 days ago
Alternatives Investor Services Associate/AVP
NYC Metro Area
Full-time
Hybrid
Mid, Senior Level
$105K/yr - $130K/yr
7+ years expFirst Eagle Investments is an independent investment management firm focused on providing prudent stewardship of client assets. They are seeking an Alternatives Investor Services Associate/AVP to act as the primary point of contact for service questions and issues related to alternative investments, ensuring compliance and effective communication with internal and external parties.
FinanceVenture CapitalFinancial Services
Hiring Manager
Thomas Breen
Responsibilities
Act as the primary point of contact for internal and external parties to resolve service questions and issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions
Oversee quarterly repurchase timeline events to ensure prompt and accurate processing of requests and transactions
Support all required mailings, including 23c3, tender offerings, subscription confirmations, promissory letters, and notice of withdrawal of tenders
Recommend and monitor Transfer Agent initiatives, system applications, and enhancements
Regular review of Transfer Agent policies and procedures to ensure compliance
Manage shareholder regulatory prospectus and annual report mailings, including overseeing print mail relationships
Review and assist with the necessary updates to the Fund prospectus and annual reports
Maintain account applications and forms for distribution
Support operational changes and corporate action notifications to our distribution partners through email communication and DTCC’s Mutual Fund Information Exchange (“MFIX”)
Maintain and mail agreement updates to distribution partners
Provide ongoing support, such as audit requests, billing, tax reporting, agreement onboarding, and other department projects as assigned
Manage the creation and delivery of required reports on a monthly, quarterly, and annual basis to internal groups; may include general ad hoc reporting requested through the Transfer Agent
Oversee the timely delivery of third party reports required for Alternative Funds
Qualification
Required
Undergraduate degree
7+ years of relevant experience in asset management or financial services, alternative investment experience preferred
Knowledge of Transfer Agency system applications and general Mutual Fund operations
Experience with wirehouses, independent broker dealers (“IBDs”), registered investment advisors (“RIAs), and intermediary platforms (i.e. iCapital, CAIS, Subscribe)
Strong analytical skills with the ability to collect, organize and analyze data, Alteryx a plus
Ability to build confidence and strong relationships with colleagues, internal stakeholders, and external counterparties
Resourceful, well organized, highly dependable, efficient
Well-developed capacity for navigating demanding situations independently
Meticulous with great attention to detail and accuracy
Benefits
Generous paid time-off
Medical/dental/vision healthcare plans
401(k) retirement and profit-sharing plans
Flexible/hybrid work environment
“dress for the day” flexible work attire
Company
First Eagle Investments
First Eagle is an independent investment management firm that manages approximately $161* billion in assets (as of 06/30/25) on behalf of institutional and individual clients.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$16.97M2017-07-14Series Unknown· $16.97M
2015-07-20Acquired
2007-09-06Private Equity
Leadership Team
M
Mehdi Asif Mahmud
President & Chief Executive Officer
Recent News
2025-04-11
2025-03-14
2025-03-11
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