The trusted advisor to finance: CFGI pairs expert practitioners with AI and technology to execute your most critical initiatives, when it matters most.
About the role
We are hiring an Investor Services Consultant to join our team supporting one of our largest private equity clients. This role is designed as a cross-trained resource within the Client Service Team, capable of flexing across multiple functions as business needs dictate. Rather than owning a single function, this individual will build working proficiency across the full investor lifecycle and be deployed where coverage is needed most, potentially on short notice.
What they're looking for
- 1-3 years of experience
More about this role
CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, financial reporting, transactions, regulatory compliance, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence.
We are hiring an Investor Services Consultant to join our team supporting one of our largest private equity clients. This role is designed as a cross-trained resource within the Client Service Team, capable of flexing across multiple functions as business needs dictate. Rather than owning a single function, this individual will build working proficiency across the full investor lifecycle and be deployed where coverage is needed most, potentially on short notice.
The individual will primarily work within the Salesforce platform, alongside supporting client systems and document repositories, to deliver high-level, fast-paced investor service support. The role requires close collaboration with individuals at all levels and across a variety of teams at the...
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