Investor Transfers Specialist

Job Description

Investor Transfers Specialist

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Location: New York City (Hybrid – 3 Days In Office)

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Compensation: Base Salary up to $110,000 + Benefits

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About the Opportunity

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A leading financial services organization is seeking an experienced Investor Transfers Specialist to support investor transfer operations for alternative investment funds. This position will serve as a key resource for transfer processing, investor record maintenance, and transaction management across private market investment products.

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The ideal candidate will bring direct experience processing investor transfers within private equity, private credit, fund administration, or investor services environments.

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Key Responsibilities

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• Manage investor transfer requests from initiation through completion.
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• Review transfer documentation and supporting records for accuracy and completeness.
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• Validate transfers against fund requirements and operational controls.
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• Partner with investors, clients, and internal teams to resolve transfer-related issues.
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• Perform quality reviews and maker/checker controls.
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• Maintain accurate investor records across servicing platforms.
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• Monitor transfer workflows and ensure timely completion of transactions.
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• Identify opportunities to improve processes and enhance the investor experience.
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Qualifications

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• 4+ years of experience in Investor Relations Operations, Fund Administration, Transfer Agency, or Investor Services.
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• Direct experience processing investor transfers within alternative investment products.
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• Strong understanding of Private Equity, Private Debt, or other private market investments.
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• Experience reviewing transfer documentation independently.
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• Excellent attention to detail and operational discipline.
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• Strong communication and stakeholder management skills.
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