Manager, Investor Services

Responsibilities

• Lead and develop team operations by managing daily workflows, conducting performance reviews, overseeing training programs, and identifying ongoing development needs to build a high‑performing team.
• Act as the primary client and internal escalation point, resolving complex investor and operational issues while maintaining strong relationships and service standards.
• Oversee client onboarding and fund launches, coordinating cross‑functional partners to ensure timely, compliant, and accurate setup.
• Manage fund data integrity and reporting, including database oversight, dashboard maintenance, and review of offering documents, investor reports, and fund manager information.
• Ensure regulatory compliance and due diligence by partnering with auditors, accounting teams, and key stakeholders to support audits, reviews, and governance requirements.
• Approve and supervise investor transactions, including wire transfers and capital activity, ensuring adherence to fund guidelines, controls, and risk management standards.
• Drive process improvement and departmental initiatives, supporting system testing, operational enhancements, and continuous improvement to scale client service and efficiency.

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field required.
• 5+ years of experience in Investor Services, fund administration, alternative investments, or related financial services operations, with demonstrated progression in responsibility.
• 2+ years of people management experience, including leading teams, conducting performance reviews, coaching employees, and supporting professional development.
• Proven experience serving as a client-facing escalation point, managing complex investor, operational, and service-related issues with professionalism and sound judgment.
• Demonstrated ability to drive process improvement initiatives, enhance operational workflows, support system testing, and scale service delivery.