Investor Portal Operations Associate, Investor Relations - New York

Only for registered members New York, United States

2 days ago

$130,000 - $140,000 (USD)

Founded in 1992, Cerberus is a global leader in alternative investing with approximately $70 billion in assets under management across complementary credit, private equity, and real estate strategies. · We invest across the capital structure where our integrated investment platfo ...

Job description

We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value.

Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors.

Position Overview:

We are seeking a highly motivated and detail-oriented Associate to join the Investor Relations team to oversee the operations and ongoing enhancement of the firm's investor portal.

This individual will play a critical role in delivering a seamless, high-quality investor experience, serving as a key liaison between third-party fund administrators, internal stakeholders, and the firm's investor base.

A key component of this role involves serving as the primary administrator of the firm's FIS Digital Data Exchange (DDX) investor portal — the platform through which investors access fund performance data, documents, capital account statements, and other important information.

The successful candidate will combine strong investor relations fundamentals with technical proficiency in portal management, data visualization, and digital investor communications.

The ideal candidate will bring 2–3 years of relevant experience in private equity fund administration, investor onboarding, portal technology, and client service.

This role requires the ability to thrive in a fast-paced, collaborative environment while contributing to strategic initiatives and continuous process improvements across the investor lifecycle.

This individual will be instrumental in shaping how investors interact with Cerberus digitally, ensuring communications, reporting, and documentation are delivered with precision, consistency, and efficiency, and helping advance the firm's evolving investor servicing model.

Key Responsibilities:
Investor Portal Administration & Governance
Serve as primary administrator and internal subject matter expert for the firm's FIS-DDX investor portal.

Manage portal configuration, branding, layout, entitlements, and role-based permissions to ensure secure, accurate, and investor appropriate access across fund entities.

Oversee user provisioning, onboarding, permission changes, deactivations, password resets, and login issue resolution.
Maintain and govern portal structure, including portal architecture, document hierarchies, naming conventions, archival protocols, and security controls.
Coordinate with FIS, fund administrators, and internal technology teams on platform enhancements, release management, bug resolution, and system optimization.
Document & Content Management

Oversee the upload, organization, security, and distribution of investor materials, including quarterly reports, K-1s, capital call and distribution notices, financial statements, and legal documents.

Manage recurring and ad hoc publishing cycles, ensuring materials are accurate, complete, and released in a timely manner.
Coordinate and issue release notifications to investors regarding newly available documents and reporting.
Data Integrity, Reporting & Analytics
Monitor daily portal operations to ensure displayed investor data is complete, current, and aligned with administrator and internal records.
Review, validate, and reconcile inbound data and document feeds from fund administrators.
Identify and resolve data discrepancies, entitlement issues, document errors, or upload failures in coordination with administrators and internal stakeholders.
Configure and maintain investor-facing dashboards, performance reports, portfolio exposure analyses, and capital activity summaries within the portal's reporting tools.
Partner with Fund Accounting and Finance to ensure data feeds are accurate, reconciled, and properly reflected in portal reporting.
Investor Onboarding & Electronic Subscription Management

Act as primary point of contact for onboarding new investors to the portal, providing hands-on guidance through electronic subscription workflows.

Track, manage, and reconcile incoming electronic subscription documents to ensure completeness, accuracy, and compliance with fund documentation requirements.
Monitor investor inquiries related to e-subscription workflows, document completion, and portal navigation; resolve or escalate as appropriate.
Digitize and consolidate subscription documentation received outside the platform, capturing investor elections and maintaining a complete electronic audit trail.
Translate administrator-provided documentation and data structures into portal-ready formats to ensure accurate ingestion and downstream compatibility.
Investor & Stakeholder Support
Serve as first-line support for investor portal inquiries, delivering a high-touch service experience.
Troubleshoot technical issues and escalate to FIS or other providers as needed.
Partner with Investor Relations and internal teams to respond to investor requests for documentation, reporting, and account information.
Gather stakeholder feedback and proactively identify opportunities to enhance portal functionality and the overall investor experience.
Stay current on platform updates and industry best practices to continuously improve portal governance and usability.

Qualifications:
Bachelor's degree required; finance, accounting, or business preferred
2–3 years of experience in private equity, asset management, fund administration, or investor services.
Strong familiarity with investor portal platforms; experience with FIS Digital Data Exchange (FIS-DDX) and electronic subscription workflows required.
Experience working with third-party fund administrators and coordinating data, reporting, and document deliverables.

Understanding of fund structures, capital calls and distributions, capital account statements, K-1 reporting, and investor onboarding processes, including AML/KYC requirements.

Proficiency in Excel and other data management tools; experience with CRM systems and investor reporting platforms preferred.
Strong technical aptitude with the ability to manage user entitlements, document security, data validation, and portal configurations.
Detail-oriented with excellent organizational, analytical, and communication skills, and the ability to manage multiple priorities and deadlines.

Client-first mindset with a proactive, problem-solving approach and a focus on delivering a high-quality investor experience in a fast-paced, collaborative environment.

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