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Associate Director, Alternative Investor Services
Job in
Toms River, Ocean County, New Jersey, 08757, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Compliance
Job Description & How to Apply Below
- Coordinate new client business meetings, clear communication of launch or conversion requirements
- Analyze, establish and review new client launches and conversion fund data in database
- Work with external auditors and accounting to complete confirmation and due diligence requests
- Assist and lead departmental initiatives
- Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service
- Provide coaching, training and leadership as necessary to the Investor Services team
- Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
- Review and validate investor reporting to distribute to investors
- Develop culture of continuous efficiency improvements resulting in increased capacity
- Bachelor’s degree in Finance or related field
- 8+ years’ experience in Investor Services or related field (financial services/ fund administration, corporate communications, portfolio management or securities analysis)
- Previous management experience is required
- Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required
- Excellent communication skills, including written, listening and presentation abilities
- Proven ability to work under pressure and meet deadlines
- Strong organizational and relationship building skills
Position Requirements
10+ Years
work experience
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