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Fund Administration and Transfer AgentBookmark This
Phoenix America Financial Services INC
Posted: October 23 2015
Company Location: San Rafael, CA
Application Deadline: Available Year-round
Position: 15 Part-time, Paid
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DescriptionPhoenix American provides industry leading transfer agent, shareholder record keeping, fund accounting and tax preparation as well as sales and marketing reporting services to companies that manage any variety of non-traded investment program:
Private Equity Funds
Business Development Companies
Real Estate Syndication
Regulation D Offerings
Fixed Income Funds
Commodity Pool Operators
Equipment Leasing Funds
Oil & Gas Funds
Phoenix American's reputation speaks for itself. Distinctive quality, superior technology and committed customer service make Phoenix American your total solution for investment administration, fund accounting and sales reporting.