Client Services, Associate (WEX)

Alchelyst is a client solutions and infrastructure partner for private markets asset managers. Purpose-built for the expanding demands and sophistication of global private markets, the firm offers a comprehensive managed service offering that can support GPs, private wealth funds and investors. Alchelyst has offices in the US, Ireland, UK, Luxembourg and India. The Role Alchelyst is seeking an Associate to join its Client Service Team in Wexford — a team built to operate as a seamless extension of our GP clients' own organizations. Client Service professionals are often the primary point of contact for investors and financial advisors, representing our GP clients with the same professionalism, responsiveness, and attention to detail they would expect from their own staff. The Associate will support the delivery of day-to-day investor servicing activities across the full investor lifecycle, including investor transactions, investor data management, and investor and advisor inquiries. The role will also contribute to data quality initiatives, process improvements, and technology projects designed to enhance the investor experience and improve operational efficiency. Key Responsibilities

• Execute end-to-end investor transaction workflows — including onboarding, subscriptions, transfers, redemptions, and other investor lifecycle activity — including coordination with key client stakeholders such as Sales, Fund counsel, Fund controllers, external administrators, and Product teams.
• Maintain accurate and complete investor data across relevant systems, following established processes and controls to support investor servicing, reporting, and compliance requirements.
• Use Alchelyst's or other e-subscription, document management, and Investor Portal platforms to support a smooth investor experience across the full range of investor transactions, including a seamless workflow during fund-close efforts.
• Support investor activity during fund-close periods, ensuring transactions and documentation are processed accurately and within required timelines to support capital calls and deal execution.
• Answer investor inquiries, employing critical thinking to address investor questions around fund offerings. Partner closely with other stakeholder teams to provide investors with accurate and comprehensive responses.
• Perform an oversight function over other service providers, helping to build efficient processes and strong working relationships.

Required Qualifications

• 5+ years of experience within Alternatives (private equity, private debt, real assets, infrastructure, or similar private markets).
• Prior experience in investor services, transfer agency, or fund administration operations — a strong, demonstrable interest in operations.
• Very high attention to detail and comfort working to deadlines in a high-volume, accuracy-critical environment.
• Strong verbal and written communication skills, including the ability to draft clear, investor-ready communications.
• Confidence and professionalism when engaging with GPs and institutional investors.

Nice-to-Have Skills/Experience

• Hands-on experience with fund administration/investor servicing platforms (e.g., Investran, eFront, Intralinks, Subscribe) or CRM tools (e.g., Salesforce).
• Additional language skills relevant to the investor base are a benefit.
• Experience with reporting/data tools such as Power BI, Tableau, or advanced Excel (e.g., Power Query, VBA)
• Project or change-management experience.
• Exposure to fundraising or closing processes — capital calls, distributions, KYC/AML, FATCA, CRS — is a plus.

What Success Looks Like90 Days: Onboarding & Foundation

• Understand Alchelyst's client service operating model, team structure, and the private markets fund lifecycle (onboarding, subscriptions, transfers, redemptions, capital calls).
• Have met and begun building relationships with key stakeholders: Sales, Fund counsel, Fund controllers, external administrators, and Product teams.
• Be trained on and able to navigate core platforms — e-subscription, document management, and Investor Portal.
• Be executing standard investor transactions with supervision/review, building toward independence.
• Understand established investor data maintenance processes and controls.
• Be familiar with existing procedures and documentation for the role.

6 Months: Independent Execution

• Independently execute end-to-end investor transaction workflows (onboarding, subscriptions, transfers, redemptions) with minimal oversight.
• Maintain accurate and complete investor data, consistently following established processes and controls.
• Respond to investor and advisor inquiries accurately and professionally, escalating appropriately when needed.
• Be building effective working relationships with other service providers as part of the oversight function.
• Be contributing to fund-close period activity as it arises, processing transactions and documentation accurately and within required timelines.

12 Months: Reliable Ownership

• Be a reliable, accurate executor of investor transactions and data maintenance, including during high-volume periods.
• Be a trusted contributor during fund-close periods, consistently meeting timelines that support capital calls and deal execution.
• Handle most investor and advisor inquiries independently and confidently, exercising good judgment on when to escalate.
• Demonstrate effective oversight of external service providers, contributing to efficient processes and strong working relationships.
• Be comfortable using relevant platforms and tools to support data quality initiatives and process improvements as opportunities arise.

Ongoing: Steady-State Performance

• Deliver consistently accurate, timely execution of investor transactions and data maintenance, meeting all deadlines.
• Handle investor and advisor inquiries with a level of accuracy, professionalism, and responsiveness that reflects well on GP clients.
• Provide reliable support during fund-close periods, with no missed deadlines attributable to their own work.
• Maintain strong, sustained working relationships with service providers and internal stakeholders.
• Contribute ideas and support to data quality and technology initiatives when opportunities arise.