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.

Manager, Investor Services

Key skills