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, Mid

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
  • Collaborating with colleagues across the Sixth Street platform to respond to LP requests
  • Preparing detailed investor reporting
  • Onboarding new investors and maintaining investor details
  • Managing related systems
  • Interacting and communicating directly with LPs to address reporting and operational needs
  • Coordinating and managing timelines for professionals at all seniority levels to ensure that LP requests are handled in a timely manner
  • Participating in the administration of due diligence databases
  • Reviewing and understanding investor subscription documents, tax forms, and supporting documentation
  • Collaborating with legal and accounting teams to ensure the Investor Services team maintains complete records related to investors and their commitments
  • Managing updates to investor data within Salesforce and monitoring all related API data transfers to DX Investor Portal and other downstream systems
  • Executing and providing support to other team members on document loading, data structure, enhancements, testing, and follow up on all matters pertaining to Investor Portal
  • Aiding in regular communication to all respective Sixth Street users regarding system enhancements, system outages, and best practices
  • Managing user permissions and data room structures
  • Reporting to the Head of Investor Services and keeping them aware of the status of all deliverables; identifying and escalating challenges appropriately
  • Participating in the creation of controls, checklists, policies, and procedures
  • Understanding and applying compliance policies and appropriately syndicating risk
  • Assisting with technology onboarding and enhancement projects

Sixth Street is a global investment firm managing over $75 billion in assets, renowned for its comprehensive, cross-platform collaboration and 'One Team' culture. This style of management promotes a culture of collaboration and fairness, where substance-based debates are encouraged to drive success and theme development across a diverse range of investment sectors such as agriculture, insurance, and credit market strategies. The firm's commitment to data-enabled capabilities and having a proven leadership team ensures a stable and insightful environment ideal for those interested in high-caliber investment solutions and professional growth.

Company Stage

IPO

Total Funding

$79.2M

Headquarters

San Francisco, California

Founded

2009

Growth & Insights
Headcount

6 month growth

7%

1 year growth

28%

2 year growth

39%