Vice President, Client Services

Description

Chicago Atlantic is a private markets alternative investment manager focused on industries and companies where demand for capital exceeds traditional supply. The firm’s investment strategies include opportunistic private credit and equity with focuses on loans to esoteric industries, specialty asset-based loans, liquidity solutions and growth and technology finance. Chicago Atlantic has closed over $2.7 billion in credit facilities. Chicago Atlantic’s team of over 85 professionals has offices in Chicago, Miami, New York and London.

For more information on Chicago Atlantic’s investment opportunities and financing products, visit

• Process investor transactions including subscriptions, redemptions, assignments, and any other change in circumstances
• Collaborate internally with various members of the organization to obtain and synthesize information and serve as a point of contact for investors to address and resolve any client requests in a prompt, concise, and professional manner
• Maintain investor data for existing investors in a CRM to ensure that the firm has the most up-to-date and accurate information
• Manage and provide oversight to the firm’s capital call process
• Participate and/or lead efforts towards institutionalizing processes, increasing data integrity, and enhancing the client experience
• Work on ad hoc projects

• 5+ years of experience in a related role within the financial services industry. Experience in alternative investments preferred.
• Organized, diligent self-starter that understands how to address competing priorities with little oversight in a fast-paced, dynamic environment
• Strong problem‑solving skills and ability to drive decisions throughout the organization to arrive at optimal solutions
• Experience onboarding investors with strong understanding of KYC/AML is required, familiarity with basic accounting a plus
• Possess a holistic understanding of various roles/departments within an asset management firm with the ability to efficiently navigate and formulate solutions in a timely manner.
• Extremely detail oriented with ability to write professional, accurate messages to clients
• Exceptional written, verbal, and interpersonal skills
• Experience working with Salesforce or other CRMs a plus
• Highly proficient in Excel