Investor Services Associate
- Pay
- $80,000 – $110,000 per year
- Location
- Boston, MA · Hybrid
- Job type
- Full-time
- Level
- Entry level
- Experience
- 3+ years
- Education
- Bachelor's degree
- Listed
- 31 days ago
Skills & highlights for this role
- investor reporting
- Microsoft Excel
- fund administration
Also useful
- CRM systems
- Adobe Acrobat
Stated benefits & perks
- Health
- Dental
- Vision
- Retirement
- Pto
About the role
Imagine if you had the skills, knowledge, and teammates to both understand the root of the world's most pressing problems and build the technologies and companies best positioned to solve them. RA Capital has done exactly that for more than two decades, backing bold ideas in medicines to further human health and now expanding into Planetary Health to improve how efficiently we utilize the world's precious resources.
RA Capital is among the leading providers of capital and services to the most promising innovators in the world. We invest flexibly-seed to IPO and beyond, anywhere in the world-with $10 B+ under management and a culture that prizes curiosity, rigor, and collaborative debate. We are investors who not only fund companies but get elbow deep in building them.
From helping them recruit talent to helping them recruit patients for their studies to helping match them to strategic partners and even going to Washington to win reforms, RA Capital's large team has people with nearly every relevant expertise one might need to turn an idea into a cure that actually helps people.
If you live for first-principles problem-solving with great colleagues, thrive on complexity, and want to do meaningful work that ripples across industries and ecosystems, you'll feel at home at RA Capital. Here, questions are welcomed, ideas are tested, and victories are shared. Even our lawyers are creative and engaging. And don't get us started on our compliance team's wicked sense of humor; nothing about what we do is boring.
Are you ready to bring your creativity, discipline and collaborative spirit to help us invent the future? Join us and you'll collaborate daily with investors, founders, physicians, biologists, engineers, economists, and reform advocates who think in systems and act with urgency.
Join us to invent a happier, healthier, more productive future - and have fun doing it.
Position Overview
We are currently seeking a detail-oriented and highly organized Investor Services Associate to join our team. Reporting to the Manager of Investor Services, this individual will play a key role in supporting investor transaction processing, reporting, and coordinating workflows with the fund's administrator.
The ideal candidate is a collaborative, proactive team player who thrives in a data-driven environment anda brings a strong understanding of best practices in investor servicing and reporting. This role offers the opportunity to join a high-performing team at the intersection of finance and life sciences, with significant exposure to investor relations and operational functions.
Key Responsibilities
- Assist with new client onboarding, coordinating with the fund administrator to ensure a smooth and accurate process.
- Coordinate investor documentation and reporting requirements, and maintain current contact information and distribution lists internally and with the fund administrator.
- Manage investor due diligence requests, collaborating with internal stakeholders to gather and deliver accurate, complete, and current information.
- Coordinate with the fund administrator to process subscriptions and redemptions, support AML/KYC compliance, and resolve investor-related transaction issues, ensuring documentation and transaction details are accurate and up to date.
- Coordinate with outside legal counsel and internal Legal and Accounting teams to execute and document investor transfer requests.
- Manage FATCA and CRS-related reporting obligations in coordination with tax authorities.
- Maintain internal reporting of all capital activity, including new issue status and PIO percentages, reconciling data with administrator records and resolving discrepancies before sign-off.
- Oversee the incoming cash process to ensure timely review and fund clearance.
- Monitor the shared Investor Relations inbox and take ownership of incoming requests, acknowledging inquiries the same business day and coordinating complete, timely responses with Investor Relations, Legal, and Finance. Provide coverage for time-sensitive items during critical periods, including outside standard business hours.
- Research investor and internal requests using available resources, ensuring all questions and relevant details are addressed and bringing proposed solutions when escalation is needed.
- Verify quantitative reporting, including investor counts, subscription totals, and share and NAV calculations, against authoritative source files before distribution.
- Develop and maintain process documentation and standard workflows for recurring investor requests.
- Support the development and maintenance of marketing and due diligence materials, staying current on fund communications to ensure investor responses and materials reflect the latest information.
- Contribute to client service administration projects as they arise.
Qualifications
- Bachelor's degree with strong academic performance.
- 3-5 years of relevant experience in investor services and reporting, preferably within a hedge fund or fund administrator.
- Advanced proficiency in Microsoft Office, including Excel, Word, and PowerPoint; familiarity with Adobe Acrobat preferred.
- Strong written and verbal communication skills, with the ability to collaborate effectively with internal and external stakeholders.
- Exceptional attention to detail and a methodical approach to ensuring accuracy and completeness.
- Demonstrated ability to manage multiple tasks and deadlines in a fast-paced environment.
- Strong process management skills, including the ability to document workflows and take ownership of recurring responsibilities.
- Proactive, self-directed approach to problem-solving, with the ability to research independently and exercise sound judgment when escalating questions.
- Experience with customer relationship management (CRM) systems is a plus.
- Must be based in the greater Boston area.
- Ability to work a hybrid schedule with four days on-site in our Boston office.
- Must be authorized to work in the United States without sponsorship.
Compensation
RA Capital Management is committed to fair and equitable compensation practices. Pay for this position will be based on experience, skills, qualifications, and current market conditions.
In addition to base salary (listed below), employees may be eligible for performance-based bonuses and a comprehensive benefits package that includes health insurance, retirement contributions, and paid time off.
Total Rewards
We take pride in offering a comprehensive employee benefits program as a key part of overall compensation. Our Total Rewards include:
- Employer-paid monthly premiums for health, dental, and vision coverage
- Wellness benefits and programs to support physical and mental well-being
- Resources and perks that enhance work-life balance and financial security
- We're dedicated to helping our employees thrive professionally and personally.
- Massachusetts base pay range $80,000—$110,000 USD
Equal opportunity and legal notices
RA Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you require an accommodation during the interview process, please reach out to for assistance.
From RA Capital Management's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
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Common questions
What is the salary for the Investor Services Associate role at RA Capital Management?
The Investor Services Associate posting at RA Capital Management states compensation of $80,000 – $110,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on RA Capital Management's official career site.
Where is the Investor Services Associate job at RA Capital Management located?
This Investor Services Associate position at RA Capital Management is located in Boston, MA (Hybrid). Always check RA Capital Management's application page for specific state eligibility or relocation policies.
What qualifications are required for Investor Services Associate at RA Capital Management?
For the Investor Services Associate role, RA Capital Management highlights 3+ years of relevant experience; a bachelor's degree; experience with investor reporting, Microsoft Excel, fund administration. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Investor Services Associate position at RA Capital Management?
This listing links directly to RA Capital Management's Greenhouse application page. You can apply directly on RA Capital Management's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.