Our client, a global provider of investment and fund administration services, are looking to grow their investor services team. This role offers a great opportunity to really play a part in developing the department. A vale add position.
Roles & Responsibilities
- Lead and develop the Investor Services team, managing staff performance, mentoring employees, running team meetings, and ensuring high service standards.
- Oversee investor operations, ensuring smooth investor onboarding, accurate payments, timely responses to investor queries, and high-quality communication.
- Ensure service delivery and compliance, meeting reporting deadlines, reviewing fund documentation (e.g., LPAs and OMs), and identifying potential operational issues.
- Build and maintain strong stakeholder relationships, working closely with investors, clients, lawyers, auditors, banks, and internal teams such as Fund Accounting.
- Support business growth and operational improvements, assisting senior management with strategy, sales support, workflow development, process improvements, and special projects.
- Minimum of 8 years experience in investor services/transfer agency in private markets
- Proven management experience
