About the job
Join Caruso, the cutting-edge AI-native fund administration platform revolutionizing private markets. At Caruso, we are committed to replacing outdated systems with innovative software and integrated services that empower fund managers to optimize their time, impress their investors, and expand their assets under management (AUM).
In just over two years, Caruso has achieved remarkable growth, managing over $50 billion in assets, supporting more than 500 funds, and serving over 75,000 investors on our platform. Our exponential growth trajectory of 4x year-on-year is fueled by dedicated investors, enabling us to rapidly expand across Australasia and the United States.
Discover more about us at getcaruso.com.
The Opportunity
As we continue to grow, our Fund Admin Services team is looking to hire an Investor Response Specialist. This essential role will serve as the primary point of contact for investors and financial advisers associated with our client funds. You will ensure that every inquiry is addressed with precision, speed, and professionalism.
This client-facing position is pivotal to Caruso's investor services operations. You will handle incoming queries, prioritize requests, and ensure that communication standards remain exceptional, distinguishing Caruso from traditional fund administrators. You will report directly to the Head of Investor Experience and collaborate closely with the transactions and operations team.
Key Responsibilities:
- Provide prompt, clear, and professional responses to investor and adviser inquiries via email and other communication channels.
- Triage incoming requests, resolving straightforward queries directly and directing complex matters to the appropriate internal teams with comprehensive context.
- Maintain the investor communications queue, ensuring it is accurate, up-to-date, and prioritized effectively.
- Develop a thorough understanding of the funds and investor structures you support, enabling you to address inquiries confidently.
- Assist with investor correspondence, including distribution notices, statement requests, and general updates about funds.
- Facilitate the onboarding process for new investors by coordinating documentation and addressing application queries.
- Identify recurring themes in inquiries and communicate them to the team to enhance processes and investor communications.
- Collaborate with the transactions and operations team to ensure seamless transitions and a consistent investor experience.

