Vice President, Investor Services

• Location:
  
  New York, NY
• Type:
  Perm (Contingency)
• Job #49884
• Salary: $160,000

Atlantic Group is hiring a Vice President, Investor Services in New York, NY for our client, supporting investor relations, fundraising operations, and strategic business initiatives within a global investment management firm. This highly visible role partners with senior leadership to oversee investor servicing, fundraising execution, marketing operations, and cross-functional initiatives that enhance the investor experience and improve operational efficiency. The ideal candidate has deep investor relations experience within financial services and excels at managing complex projects in a fast-paced, collaborative environment.

• Investor Relations:
  Oversee investor onboarding, investor servicing, CRM administration, investor communications, and ongoing relationship management while maintaining accurate investor records and delivering exceptional client service.
• Fundraising Operations:
  Manage fundraising pipelines, coordinate due diligence requests, maintain virtual data rooms, prepare fundraising reports and analytics, and support fundraising initiatives alongside internal teams and external partners.
• Investor Events & Executive Communications:
  Lead the planning and execution of investor meetings, webinars, conferences, executive presentations, and other investor-facing events while managing logistics, communications, and stakeholder coordination.
• Marketing & Business Operations:
  Coordinate investor marketing materials, website updates, digital communications, thought leadership initiatives, CRM enhancements, and technology-driven process improvements.
• Project Management:
  Lead cross-functional operational initiatives, workflow enhancements, technology implementations, and strategic projects while ensuring successful execution across multiple business functions.
• Vendor & Stakeholder Management:
  Manage relationships with external vendors, consultants, placement agents, and internal stakeholders to support investor relations, fundraising, marketing, and operational objectives.

• Education:
  
  Bachelor’s degree in Business, Finance, Marketing, Communications, Real Estate, or a related field is required.
• Experience:
  
  8+ years of core investor relations experience within private equity, real estate, asset management, investment management, banking, or another financial services environment is required.
• Industry Knowledge:
  Experience supporting fundraising, investor communications, CRM management, project management, and investor servicing within financial services is required. Experience with in real estate investment is preferred.
• Technical
  
  Skills:
  
  Advanced proficiency with Microsoft Office, including Excel, PowerPoint, and Outlook, is required. Experience with Salesforce or other CRM platforms is preferred.
• Skills & Attributes:
  Strong project management, organizational, analytical, and communication skills with exceptional attention to detail, executive presence, the ability to manage multiple priorities, build relationships with senior executives and investors, and drive operational improvements across cross-functional teams.

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.