VP/Director of Investor Services

Our client is a rapidly growing middle-market private credit investment firm with a strong institutional investor base and a growing platform. The firm is expanding its Investor Relations infrastructure and is seeking a Vice President / Director of Investor Services to build and lead a dedicated Investor Services function. This is a newly created, highly visible opportunity reporting directly to the Head of Investor Relations. The individual will serve as the primary owner of the firm's non-client-facing investor service and reporting function, partnering closely with Capital Formation, Investment, Accounting, Legal/Compliance, and external service providers. Key Responsibilities: Own investor reporting and service workflows, including quarterly reporting, DDQs, portfolio data requests, consultant databases, and other bespoke deliverables Partner with Capital Formation on LP diligence and fundraising-related requests Manage LP onboarding and closing processes alongside internal teams, administrators, and legal counsel Coordinate with Investment and portfolio monitoring teams to collect and validate portfolio data Build scalable processes and workflows for the Investor Services function Partner with technology/data teams to identify opportunities for automation and AI-enabled process improvements Collaborate with Accounting, Legal/Compliance, Investment, and other internal stakeholders Build and manage a dedicated Investor Services team as the function grows Qualifications: 10+ years of experience in Investor Relations, Investor Services, Client Service, Credit Operations, or a related function Experience within private credit, direct lending, private equity, or another alternative investment environment Strong familiarity with loan tapes, corporate credit data, and institutional investor reporting Experience supporting sophisticated institutional investors and complex diligence processes Excellent organizational, project management, written, and verbal communication skills Ability to operate independently and build processes in a fast-growing environment Prior management experience is a plus Please note: This role is 5 days per week in the office, with flexibility to work from home on Fridays during the summer.