Overseeing the daily operations of the Investor Services team, ensuring the accurate and timely processing of investor requests and transactions
Maintaining exceptional client relationships
Managing a team, optimizing workflows, and contributing to the overall success of the investor services function
Strong oversight of correspondence and live chat operations
Acting as a primary point of contact for complex investor inquiries and escalated issues, providing prompt and effective resolutions
Collaborating with internal departments to ensure seamless service delivery and resolve inter-departmental issues
Identifying and implementing process improvements to enhance efficiency, accuracy, and client satisfaction within the Investor Services team
Preparing and reviewing investor statements, reports, and correspondence
Participating in client meetings and due diligence sessions as required

Minimally requires a Master's degree and 4 years of related experience, or Bachelor's degree and 6 years of related experience, or high school degree and 8 years of related experience.
2+ years of experience in a leadership or supervisory position.
Strong understanding of various fund structures (e.g., hedge funds, private equity funds) and related regulatory frameworks.
Excellent communication (written and verbal) and interpersonal skills with the ability to interact effectively with diverse stakeholders.
Demonstrated expertise in managing live chat platforms and written client correspondence; a high level of live chat and correspondence knowledge is required.
Proven ability to manage and motivate a team, fostering a collaborative and high-performing environment.
Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
Proficiency in Microsoft Office Suite, particularly Excel.
Experience with investor CRM systems, digital communication platforms, and fund administration software is highly desirable.
Strong problem-solving and analytical skills.
Ability to work independently and as part of a team.

Manager, Investor Services

Key skills