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