AM: Investor Services Analyst

Stone Ridge is a $39B diversified financial services firm that creates innovative capital markets solutions through a group of industry-leading operating companies. Founded in 2012 and based in New York, we build businesses and investment strategies in markets where deep expertise, proprietary data, and disciplined execution can create lasting advantages. 

We build products we want for ourselves and invest in all our strategies alongside our partners. Everything we do—from how we approach problems to how we work with one another—is grounded in our core values: Focus. Be Humble. Be Kind. 

Why Stone Ridge? 

Stone Ridge is intentionally flat, meritocratic, and demanding. Ideas matter more than titles, and people are trusted with meaningful responsibility. The bargain is simple: you get to work here, and in return, you commit to keep learning, keep improving, and striving to be the best in the industry at what you do. 

Stone Ridge Asset Management develops differentiated alternative investment strategies designed to provide valuable sources of return and diversification beyond traditional stocks and bonds. 

The Opportunity 

Stone Ridge is seeking an Investor Services Analyst to help deliver a best-in-class client experience across the firm’s investor base. The person will be primarily responsible for supporting due diligence questionnaires and client onboarding, coordinating investor communications and fundraising performance tracking, and managing capital call and distribution workflows across multiple investment vehicles. The role sits within the Investor Services Team and works closely with Trading, Legal and Compliance, Operations, Accounting, Technology, Sales, and Marketing. 

This is a distinctive opportunity to sit at the center of the firm’s client servicing operations, managing strategic projects that touch nearly every function at Stone Ridge. The role is well suited to someone who has a passion for data, thrives in a fast-paced environment, and can parallel-process multiple deliverables at once. 

What You’ll Do 

• Handle client inquiries across a range of investors and investment vehicles 

• Source and populate responses for DDQs, RFIs, and audit requests 

• Maintain and enhance the CRM database, producing and analyzing outputs as needed 

• Coordinate submission of fund performance data, firm information, and ongoing review profiles to third-party databases 

• Review, proofread, and coordinate distribution of investor communications and reporting, ensuring materials are clear, accurate, and aligned with firm standards and regulatory requirements 

• Oversee investor subscriptions, redemptions, and transfers, coordinating AML/KYC approvals with fund administrators 

• Manage capital call and distribution workflows across multiple investment vehicles with differing liquidity profiles, working with investors and fund administrators to ensure accuracy, compliance, and timely execution 

What You Bring 

Required 

• 2+ years of experience in client service support at a buy-side or sell-side firm, or at a fund administrator 

• Demonstrated ability to integrate technology and process design, using available systems to optimize workflows and increase efficiency 

• Ability to quickly comprehend and adapt to new processes or changing priorities 

• Experience coordinating and leading projects across internal stakeholders and/or external vendors 

• Excellent organizational skills and time management, with the ability to balance competing priorities and ensure timely execution 

• High attention to detail, with a focus on accuracy and consistency 

What Success Looks Like 

• Independently manages the DDQ and RFI response process, with materials that require minimal revision from stakeholders 

• Becomes a trusted point of contact for investors and fund administrators on subscriptions, redemptions, and capital activity 

• Improves the speed and accuracy of investor communications and reporting through stronger process and CRM practices 

• Takes ownership of at least one cross-functional strategic project from start to finish