Make an impact
As an Analyst within our Investor Services team, you work with the team to perform reviews of investor documentation, investor support and outreach, and process updates to existing investors information as part of our ongoing maintenance processes.
Support the review process of investor files and assist with investor onboarding and updates
Participate in the documentation collection process from investors and investment managers
Be aware of the Tax, AML/KYC, Legal and Compliance requirements, liaise with the appropriate departments to obtain these requirements form investors and act in accordance with all policies and procedures
Deliver high-quality service to investors and internal partners by providing timely and professional communication to inquiries
Proactively follow-up with all parties involved in the account update process
Assist with other investor onboarding processes, including but not limited to data entry, document reviews, and closing procedures
Ensure compliance with all established SOC controls
What you should bring
Degree in Finance, Business, Economics, or related field preferred
Working experience in investor services, investor relations, or a related field (private equity, wealth management, financial services, fund administration, or in a legal capacity working with corporate transactions) preferred
Adept at in Microsoft Office (proficiency in Excel is essential)
Knowledge of legal entity structures will be helpful
Experience reviewing and interpreting organizational documentation is a plus
Must be proactive and possess solid follow-up skills with an ability to track aged or long-term tasks
Working knowledge of Salesforce and other CRM platforms will be helpful
Highly organized with a proven ability to work under pressure and meet deadlines
Excellent relational skills
Refined written and verbal communication skills
Strong interpersonal skills
Ability to work independently, as well as, within a team
Benefits Overview
Bridge Investment Group offers a comprehensive and competitive benefits package designed to support the health, financial security, and well‑being of our employees. Benefits eligibility and availability vary based on position, employment status (full‑time or part‑time), and length of service, and are subject to change in accordance with plan terms. This summary highlights key benefits and does not constitute a guarantee of coverage. Specific benefits and eligibility requirements will be provided at the time of offer.
Benefits may include:
Health & Insurance Benefits
Comprehensive insurance options, including Medical, Dental, and Vision
Optional coverage such as Critical Illness, Accident, Legal & Identity Theft, and Pet Insurance
Company‑paid Life Insurance, with the option to purchase additional coverage
Company‑paid Long‑Term Disability coverage
Access to a benefits concierge service for personalized support
Access to mental health and well‑being resources
Retirement
401(k) Plan with dollar‑for‑dollar company match up to 6% of pay
Contributions are fully vested immediately
Eligible employees are automatically enrolled at a 4% contribution rate
Eligibility requires a minimum age of 21 and at least 60 days of service
Time Away From Work
Paid Time Off (PTO)
11 paid holidays annually
Parental Leave
Following six (6) months of employment, eligible employees may receive:
Four (4) weeks of paid parental leave as a primary caregiver, or
Two (2) weeks of paid parental leave as a secondary caregiver
Following two (2) years of employment, eligible primary caregivers may receive up to twelve (12) weeks of paid parental leave per birth, adoption, or placement
Learning & Development
Tuition Reimbursement of up to $5,000 per year for pre‑approved education expenses
Repayment obligations may apply if employment ends prior to 24 months
We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience.
Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email talentsupport@bridgeig.com.
Want to talk with someone about Bridge Culture?
At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity.
Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team.
How it Works:
Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references.
Why Participate:
You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey.