Investor Services - Senior Analyst

Petra Funds Group is a single-source provider for fund administration and infrastructure needs for private equity and debt funds. At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.

Petra is made up of highly experienced professionals across the US and Europe. In a business where accuracy and timeliness are paramount, having a deep bench who've spent years working with asset managers is what differentiates us.

Our foundation is built on trust, experience, and uncompromising accuracy. Our people are experts. We work collaboratively. We are relentless in our process and put attention to detail first.

• →Serve as the primary contact for investor inquiries through a dedicated investor servicing inbox, providing accurate and timely responses.
• →Ensure timely and accurate posting of investor documents to the investor portal, maintaining confidentiality and compliance with regulatory requirements.
• →Work with the team to manage the CRM (Salesforce) and investor portal (eFront) to track and monitor investor activities, as well as keep data accurate and up to date.
• →Assist in the processing of capital calls, distributions, and other transactions, ensuring accuracy and adherence to timelines.
• →Help ensure all investor communications and data adhere to internal policies and procedures.
• →Collaborate with broader finance teams to ensure a seamless investor experience, including working with treasury, fund accounting, data and reporting, and other Vista teams.
• →Support onboarding of new investors and any evolutions of investor servicing processes.
• →Create process improvements using AI and automation tools such as Claude, Power Automate, and Smartsheet MCP, identifying manual, repetitive investor servicing workflows and helping design, build, test, and maintain solutions that improve accuracy, speed, and consistency.

• At least 2 years of experience in Private Equity, Investment Banking or similar.
• Organization Skills: Highly organized to manage mailbox assignments, track tasks, and ensure timely resolution of issues.
• Attention to Detail: Crucial for tasks like audit confirmations and account updates to avoid errors and ensure accuracy.
• Communication: Strong communication skills for following up with the team, escalating issues to managers, and supporting investor servicing.
• Technical Proficiency: Proficiency in Microsoft Office Suite for handling various tasks, including email management and template completion.
• Ability to Work Independently: Capable of working independently to manage tasks effectively without constant supervision.

At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $82,000 - $123,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.