Genii
The Senior Investor Services Analyst at Gen II plays a key role within the operations team, providing investor services to sponsors and client service teams. This position requires meticulous attention to detail, strong time management, and organizational skills to thrive in a fast-paced, deadline-driven environment. The role involves processing investor onboarding documentation, maintaining investor records, preparing reports, and ensuring compliance with service level agreements. The ideal candidate will have experience in financial services, proficiency with Microsoft 365, and a background in private equity or hedge fund investor services.
Headquarters
New York, New York, United States
Company Size
1001-5000 employees
Founded
2009
The website appears to represent a professional services firm that combines accounting and tax expertise with business technology and advisory services. It highlights CPA-aligned credentials and an internal learning academy, suggesting a mix of traditional audit/tax offerings plus digital transformation, managed services, and tech implementation. The site also emphasizes leadership, insights, and careers, signaling a focus on talent development and client-facing teams. Clients likely engage the firm for integrated financial, compliance, and technology solutions that drive performance and scale.
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 Genii.
Investor Allocations Senior Associate
U.S. Bank
Senior Analyst
Wipro
Senior Associate, Alternative Investor Services
SS&C Technologies
Alternative Fund Services - Fund Accounting Associate
JPMorganChase
Securities Services - Alternative Fund Services - Vice President
JPMorganChase
Securities Services - Alternative Fund Services - Vice President
JPMorganChase