Investor Services Manager

Job DetailExperience Level Sr LevelDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000019890Salary Type AnnuallyIndustry Fund AdministrationSelling Points Lead investor relations for private credit funds in a collaborative environment. Manage communications, reporting, and fundraising activities with innovative tools. Enjoy a hybrid work model promoting flexibility and balance.Job DescriptionInvestor Services Manager OverviewThe Investor Services Manager will act as the primary contact for limited partners, ensuring seamless communication and accurate reporting for private credit and alternative investment funds.Collaborate with fund accounting, legal, and compliance teams to deliver consistent investor-facing materials.Support fundraising activities by managing due diligence requests and maintaining data room materials.Enhance CRM systems to effectively track investor communications and commitments.Coordinate logistics for investor meetings, annual meetings, and advisory board communications.Identify opportunities to streamline investor reporting and communication workflows.Contribute to ad hoc projects related to fund launches, co-investments, and secondary transactions.Join a hybrid work environment that promotes flexibility and work-life balance.Investor Services Manager Key Responsibilities & DutiesServe as the primary contact for limited partners on capital calls, distributions, and general account inquiries.Prepare and coordinate quarterly and annual investor reporting, including performance updates and financial statements.Support fundraising efforts by managing due diligence requests and related materials.Maintain CRM systems to track investor communications and commitments effectively.Coordinate with internal teams to ensure accurate and consistent investor-facing materials.Manage logistics for investor meetings and advisory board communications.Monitor and respond to investor inquiries regarding fund terms and governance documents.Streamline investor reporting and communication workflows for efficiency.Investor Services Manager Job RequirementsBachelor's degree in Finance, Accounting, Business, or a related field.4–8 years of experience in investor relations, fund operations, or investor servicing within private credit or alternative investments.Proficiency in CRM systems such as Salesforce, Dynamo, or Backstop.Strong understanding of fund structures and reporting cycles.Advanced Excel skills and comfort working with data across platforms.Excellent written and verbal communication skills for investor-facing materials.Experience coordinating with fund administrators, auditors, and legal counsel.Ability to manage multiple projects in a hybrid work environment.