Full-Time

Investor Services Analyst

Posted on 4/25/2024

Sixth Street

Sixth Street

501-1,000 employees

Global investment firm managing diverse assets

Real Estate

Junior

Dallas, TX, USA

Required Skills
Communications
Salesforce
Requirements
  • Strong academic background, undergraduate degree preferred
  • 1-3 years of applicable experience in legal, compliance, investor reporting and/or accounting
  • Proficiency with Microsoft Office applications, including Excel
  • Experience with CRM systems, RPF software and investor services systems (particularly Salesforce, Qvidian and/or SunGard DX) a plus
  • Experience in alternative investments a plus
  • Self-starter who requires little direction
  • Ability to multi-task and maintain composure in a high-volume environment
  • Strong sense of urgency; ability to execute efficiently with strong attention to detail
  • Strong verbal and written communication abilities
  • Ability to collaborate effectively across multiple teams
  • Strong prioritization and project management skills
  • Comfort working in a high growth, iterative environment
Responsibilities
  • Have a thorough knowledge of Limited Partner (LP) base
  • Interact and communicate directly with LPs to address reporting and operational needs
  • Coordinate and manage timelines for professionals at all seniority levels across the platform to ensure that LP requests are handled in a timely manner
  • Prepare in-depth customized reporting for investors, consultants, and platform managers
  • Participate in the administration of due diligence databases
  • Review and understand investor subscription documents, tax forms and supporting documentation
  • Collaborate with legal and accounting teams to ensure the Investor Services team maintains complete records related to investors and their commitments
  • Manage updates to investor data within Salesforce and monitor all related API data transfers to DX Investor Portal and other downstream systems
  • Execute and provide support to other team members on document loading, data structure, enhancements, testing, and follow up on all matters pertaining to Investor Portal
  • Aid in regular communication to all respective Sixth Street users any system enhancements, system outages and best practices as they arise
  • Manage user permissions and data room structures
  • Report to the Head of Investor Services and keep them aware of the status of all deliverables; identify and escalate challenges appropriately
  • Participate in the creation of controls, checklists, policies and procedures
  • Understand and apply compliance policies and appropriately syndicate risk
  • Assist with technology onboarding and enhancement projects

Sixth Street is a global investment firm with over $75 billion in assets under management and committed capital. We use our long-term flexible capital, data-enabled capabilities, and One Team culture to develop themes and offer solutions to companies across all stages of growth. Sixth Street is dedicated to cross-platform collaboration at scale. We have more than 600 team members including over 250 investment professionals operating across our global locations. We invest through our diversified, collaborative investment platforms: TAO, Growth, Direct Lending, Strategic Capital, Fundamental Strategies, Infrastructure, Insurance, Structured Products, Agriculture, and Credit Market Strategies. Our firm is led by a core leadership team with a proven track record of successful partnerships, business building, theme development, sourcing, and investment and risk management. Sixth Street is dedicated to a culture of collaboration, fairness, and a relentless pursuit of substance-based debates.

Company Stage

IPO

Total Funding

$79.2M

Headquarters

San Francisco, California

Founded

2009

Growth & Insights
Headcount

6 month growth

9%

1 year growth

24%

2 year growth

41%