Manager, Alternative Investor Services

Role Overview

• Manage investor lifecycle operations, including subscriptions, redemptions, capital calls, distributions, and the accuracy of related investor records and reporting.
• Oversee AML/KYC and due‑diligence reviews for new and existing investors, ensuring compliance with regulatory requirements and firm policies.
• Serve as an escalation point for client and investor inquiries, providing clear resolutions and maintaining strong client relationships.
• Manage and develop professionals and first‑level leaders, ensuring effective coaching, performance management, and a collaborative, inclusive team environment.
• Coordinate with cross‑functional teams such as Fund Accounting, Compliance, Legal, and Technology to support fund launches, ongoing operations, and issue resolution.
• Drive operational improvements by analyzing workflows, enhancing processes, implementing efficiency initiatives, and recommending updates to procedures or policies.
• Ensure quality, accuracy, and risk management across investor services activities by applying sound judgment, monitoring controls, and making informed decisions aligned with business goals.

Requirements

• Bachelor’s Degree in Finance, Business Administration or similar field
• 6+ years’ experience in Investor Services or related field financial services industry with at least 2 years in a leadership or supervisory capacity
• Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors.
• Demonstrated ability to manage complex projects and work effectively with corporate executives.
• Strong knowledge of hedge funds, private equity, and alternative investment structures, including investor services operations, transaction processing, AML/KYC, compliance requirements, and NAV-related concepts.
• Understanding of regulatory standards governing alternative investments and investor services, with the ability to apply compliance expectations effectively in daily operations.
• Proven ability to manage, develop, and motivate teams, fostering a collaborative, inclusive, and high-performance culture.
• Strong decision-making and problem-solving skills, with the ability to balance risk, service levels, accuracy, and operational efficiency.
• Excellent communication and client-relationship skills, including the ability to clearly explain complex operational or regulatory issues and handle escalations with professionalism.
• Process-oriented mindset with high attention to detail, capable of driving continuous improvement, managing large workloads, and maintaining accountability for high-quality outcomes in fast-paced environments.
• Strong problem-solving and analytical abilities.

Benefits

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• 401k Matching Program, Professional Development Reimbursement
• Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Discounts on fitness clubs, travel and more!