Investor Relations Transfers Specialist

Job Description

Job Description

About Client:
The client provides information technology (IT) services, including business outsourcing, infrastructure technology, and application services. The application service offered by the company includes application development, maintenance, and support. The markets served by the company are financial services and insurance, healthcare, manufacturing, government, transportation, communications, and consumer and retail industries.

Rate Range: $80-$85/Hr

Job Description:

• We are seeking an experienced Investor Relations Specialist to support our Alternatives/Private Markets business with a primary focus on investor transfer activity.
• This role will serve as a key point of contact for investors, clients, fund managers, and internal stakeholders, ensuring investor transfers and ownership changes are processed accurately, efficiently, and in accordance with fund governing documents and regulatory requirements.
• The successful candidate may also support broader investor servicing activities and contribute to process improvements across the Investor Relations function.

Key Responsibilities:

• Manage the end-to-end investor transfer process, including reviewing transfer documentation, coordinating approvals, and ensuring timely completion of transactions.
• Partner with fund administrators, legal counsel, compliance, and internal operations teams to facilitate investor transfers and ownership changes.
• Review and validate transfer documentation for completeness, accuracy, and compliance with fund documentation and regulatory requirements.
• Serve as a primary point of contact for investors, investment managers, and intermediaries regarding transfer requests and investor servicing inquiries.
• Coordinate onboarding requirements associated with investor transfers, including KYC/AML documentation and subscription-related activities, where applicable
• Maintain accurate investor records across transfer agency and investor servicing platforms.
• Monitor service level agreements and proactively manage high-priority and complex transfer requests.
• Identify opportunities to streamline manual processes, improve controls, and enhance the overall investor experience.
• Develop and maintain process documentation, standard operating procedures, and training materials.
• Support cross-functional projects, regulatory initiatives, and operational enhancements related to investor servicing and private market operations.
• Mentor junior team members and share best practices to promote operational excellence.

Qualifications:

• Bachelor s degree in Finance, Business, Accounting, Economics, or a related field.
• 4 6 years of experience in investor relations, transfer agency, fund administration, or private markets operations.
• Strong knowledge of private equity, private credit, real estate, infrastructure, or other alternative investment products.
• Demonstrated experience managing investor transfers, secondary transactions, ownership changes, or investor recordkeeping.
• Familiarity with subscription documents, transfer agreements, fund governing documents, and KYC/AML requirements.
• Knowledge of Publicly Traded Partnerships (PTP) is a plus.
• Excellent organizational, communication, and stakeholder management skills.
• Strong analytical and problem-solving abilities with exceptional attention to detail.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Proficiency with Microsoft Office, particularly Excel, and experience with investor servicing or transfer agency platforms is preferred.

Preferred Skills:

• Strong understanding of the end-to-end investor transfer lifecycle. Experience in managing quality control, overseeing shared mailboxes, communicating with LPs and key stakeholders, and ensuring transfer requests are tracked through to successful completion.
• Experience working with institutional and high-net-worth investors.
• Background working with registered funds and private comingled funds
• Knowledge of transfer agency, fund administration, or private markets servicing platforms.
• Continuous improvement mindset with experience identifying automation and process optimization opportunities.
• Collaborative leadership style with the ability to influence cross-functional stakeholders and mentor team members.

Success in this Role:

• The ideal candidate is client-focused, highly organized, and experienced in managing complex investor transfer activity within private markets.
• They demonstrate strong operational discipline, build trusted relationships with internal and external stakeholders, proactively identify process improvements, and consistently deliver an exceptional investor experience while maintaining the highest standards of accuracy and compliance.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

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