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
- ...Onvo is seeking a strategic and results-driven Vice President of Construction to lead all construction and capital improvement projects... ...agencies. Negotiate favorable pricing, contract terms, and service agreements that support company objectives. Evaluate contractor...SuggestedContract workFor contractorsFor subcontractorWork at officeLocal area
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- ...benches, unparalleled origination technologies. Actively doing business in 49 states. A FNMA, FHLMC, and GNMA “direct” seller/servicer. Participation with over 40 state housing authorities. Competitor-envied divisional support. A “game changing” value proposition...SuggestedFull timeWork at officeMonday to FridayFlexible hours
- ...and cardiology About the Role The Company is seeking a Vice President, Enterprise Chief Operating Officer Administrative (VP/ECOO)... ...leadership role is pivotal in ensuring that the primary care and service line operations are in line with the organization's mission,...Suggested
- ...DEPARTMENT: Academic and Student Affairs REPORTS TO: Provost and Vice President of Academic and Student Affairs JOB PURPOSE: Oversee the... ...and Student Affairs by providing prompt and courteous service by handling phone calls and visitors; communicates with other...SuggestedFull timeContract workWork experience placementWork at officeTrial period
- ...Vice President of GME Operations & Associate Designated Institutional Official About the Company Pioneering medical facility providing graduate education & training programs Industry Hospital & Health Care Type Non Profit Founded 1977 Employees...Traineeship
- ...meet you and talk about the opportunity we have for you. About Our Agency We help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance, retirement planning, business insurance, college planning, and...For contractorsWork at office
$52k - $210k
...insurance rules and regulations.Strong communication and PC skills.Unblemished compliance record.Demonstrated team player and high quality service provider.Unique Job Characteristics and Requirements:NASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed,...Base plus commissionFull timeTemporary workPart timeWork visaFlexible hours- ...state and federal laws, and regulatory agenciesResponsible for identifying high-risk areas that could cause harm to persons receiving services, visitors, and employees.Provide staff development, and training related to identifying, reporting, mitigating, and minimizing...Local area
$52k - $210k
...regulations. Strong communication and PC skills. Unblemished compliance record. Demonstrated team player and high quality service provider. Unique Job Characteristics and Requirements: NASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed...Base plus commissionFull timeTemporary workPart timeLocal areaWork visaMonday to FridayFlexible hours- ...employment visas or participate in STEM OPT for this position.Job DescriptionMay provide portfolio/platform and relationship management services to a select number of clients with large and complex account types. Manages accounts in accordance with investment objectives that...Full timeTemporary workPart timeWork experience placementWork at office
- ...Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution...Work at officeNight shift
- ...community. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank.General...Bank staffWork at officeNight shift
- ...quality improvement, and physician engagement initiatives - Help advance innovative care models across inpatient and outpatient services - Support a growing Psychiatry Residency Program currently training 3 residents annually, with planned expansion to 5 residents...Full time
- ...discussion. Personal Bankers assist clients with a variety of banking needs like opening new accounts, educating them on products and services, and demonstrating the ease-of-use of mobile and digital banking tools, while working to achieve established customer service and...Local area
- ...appointments conducted inside and outside of branch. Delivers a differentiated client experience from acquisition through onboarding and servicing. Proactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services...Full timeTemporary workPart timeWork experience placementWork at office
- ...organized, with the ability to manage multiple tasks. Comfortable initiating contact and interacting with prospective customers. Previous experience in marketing, outreach, or customer service preferred. Must be able to obtain applicable state insurance licenses....Work at office
$95k - $120k
...conservation, sustainable community development, and environmental policy throughout the Commonwealth. Position Summary The Vice President of Eastern Region & Water Programs advances PEC’s mission throughout Eastern Pennsylvania and provides strategic direction for...Contract workWork at officeFlexible hours- ...guide the technical side (rate shopping algorithms, auditing, and rate reconciliation), and connect both to the revenue side (the services and pricing we offer customers and the initiatives that grow them). What you'll do Set the multi-year strategy for ShipMonk'...
- ...for ensuring the safety and quality of patient care within the nursing unit(s) and the hospital. This includes directing all nursing service activities, making recommendations for staff and patient ratios, and maintaining a system to provide adequate nursing care. The...
- ...the training, mentorship, and support needed to help motivated professionals build successful and rewarding careers in financial services. Whether you're an experienced sales professional, business owner, educator, military veteran, corporate professional, or looking...Permanent employment
$1,000 per month
...unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College... ...and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you...Full timeContract workFor contractorsWork at office$400,000 per week
...Louisville, KY; Pittston, PA; or Las Vegas, NV Reports To: Senior Vice President of Sales ShipMonk is one of the fastest-growing names in... ...over $10 million annually in R&D, so our technology and services keep evolving for the merchants who plant roots with us ~...Weekly payContract workCasual workWork at officeRemote workFlexible hours- ...Relationship Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...Temporary workWork experience placementImmediate start
- ...solutions. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. May serve in...Bank staffWork at officeNight shift
- ...Comprehensive training and mentorship Industry licensing support Career growth opportunities Backing of a respected financial services organization Meaningful work helping clients achieve their financial goals Collaborative and supportive team culture...Permanent employmentFull time
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients representing over $60 billion in assets...Home office
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