Petra Funds Group
The Investor Services Analyst manages client and investor requests, serving as the primary contact for inquiries and ensuring accurate, timely responses. The role involves maintaining investor portals, processing capital calls and distributions, and collaborating with finance teams to support a seamless investor experience. Additionally, the position focuses on creating process improvements using AI and automation tools to enhance operational efficiency.
Headquarters
New York, New York, United States
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Petra Funds Group.
49% above the average for this role