Vice President, Investor Services
Confidential
Vice President, Investor Services
About the Company
Globally-recognized private markets investment firm
Industry
Investment Management
Type
Public Company
Founded
1991
Employees
501-1000
Categories
- Financial Services
- FinTech
- Insurance
- Consulting & Professional Services
- Investment Management
- Investment Services
About the Role
The Company is seeking a Vice President for its Investor Services Team, which is pivotal in managing the operational activities of co-mingled funds investment programs. The successful candidate will be responsible for the day-to-day execution of fund-related operations, including overseeing the reporting and reconciliation process for complex fund structures, analyzing fund financial statements, and supporting operational management for evergreen investment vehicles. This role demands a high level of proficiency in financial services and/or private equity, with a focus on ensuring accuracy, compliance, and insightful analysis in financial reports. The Vice President will also be expected to manage and resolve complex investor inquiries, lead strategic initiatives, and foster a culture of continuous improvement and team development within the Investor Services division. Applicants for the Vice President position must have a college degree and 6-10 years of working experience, with a strong background in financial services and/or private equity. The role requires a highly motivated and organized individual with excellent communication skills, the ability to manage multiple projects, and a proactive approach to problem-solving. Proficiency in Microsoft applications is essential, and experience with specific financial tools is a plus. The Vice President will be expected to model leadership, supervise and develop a team, and drive the documentation and implementation of internal controls to enhance operational efficiency and regulatory compliance. The position is ideal for a candidate who is detail-oriented, can operate in a fast-paced environment, and is adept at collaborating with cross-functional teams to achieve strategic objectives.
Functions
- Operations
- Business Development
- The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds Investor Services Team. This is an entry level position, where training and support will be provided.This is an entry level position,...SuggestedFull timeFlexible hours
SEI Investments Developments
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$171.6k - $338.3k
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- ...some of the world’s most well-known institutional and private investors. Job Overview: The Investor Relations Associate supports client... ...and CRM records to support fundraising efforts, client servicing, and ongoing relationship management. Analysis and Strategic Support...Work at officeFlexible hours
CenterSquare Investment Management
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Villanova, PA12 hours ago $180k - $220k
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