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Manager of Investor Services

  • Job Number 527131
  • Type Permanent
  • Location Harrison, NY
  • Pay ~$90,000 - $100,000 (DOE)
  • Referral Bonus $250

Manager of Investor Services

Job Description:

With clients from around the globe, our client strives to be one of the world’s top hedge and private equity fund administrators. With an amazing suite of software and technology products for their clients to choose and benefit from, this company continues to be recognized as one of the best in the industry as well as one of America’s top employers.

Manager of Investor Services

This position will be responsible for managing Investor Services representatives, coordinating the overall work plan and overseeing/monitoring current work flows and processes.

Specific responsibilities include but are not limited to:

  • Overseeing subscriptions, redemptions, transfers and AML/KYC document collation
  • Point of contact for clients to ensure overall satisfaction; resolve issues and problems when necessary
  • Provide subject matter expertise, leadership, coaching and direction to staff
  • Generate reports for senior management related to various Investor Services topics and activities
  • Lead process improvement initiatives and projects

      Requirements:

      • BS in Finance, Economics or other related discipline
      • 6+ years' experience in an Investor Services role (or related) at a hedge fund, fund administrator or other similar type of firm
      • A thorough knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department
      • Strong knowledge of AML/KYC compliance
      • Prior managerial experience
      • Demonstrated ability to manage complex projects and work effectively with corporate executives
      • Ability to manage tight internal and client deadlines
      • Excellent communication and client relations skills