Associate Director, Alternative Investor Services
Jobtailor
Coordinate new client business meetings, clear communication of launch or conversion requirements Analyze, establish and review new client launches and conversion fund data in database Work with external auditors and accounting to complete confirmation and due diligence requests Assist and lead departmental initiatives Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service Provide coaching, training and leadership as necessary to the Investor Services team Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues Review and validate investor reporting to distribute to investors Develop culture of continuous efficiency improvements resulting in increased capacity Requirements Bachelor’s degree in Finance or related field 8+ years’ experience in Investor Services or related field (financial services/ fund administration, corporate communications, portfolio management or securities analysis) Previous management experience is required Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required Excellent communication skills, including written, listening and presentation abilities Proven ability to work under pressure and meet deadlines Strong organizational and relationship building skills #J-18808-Ljbffr Jobtailor
$75k - $82k
...contributing to an organization that is helping investors improve their financial outcomes. For... ..., responsible for ensuring exceptional service delivery, maintaining client... ...supports underlying investors in Wilshire’s alternatives products across hedge funds and private...SuggestedWork at officeWorldwide- ...support onboarding and KYC processes to ensure timely documentation. You will stay informed on market developments, deliver investor-specific reporting, and share insights with internal teams to maintain a client-centric service culture across #J-18808-Ljbffr WilshireSuggested
$100k - $110k
...Investor Services SupervisorSkip to main content# Work With UsInvestor Services Supervisor page... ...along with #1 rankings for providing alternative asset services in Accounting, Technology... ...and guidance of a manager and Director. Every Investor Services Supervisor will...SuggestedContract workWork at officeRemote work- ...internal escalation point, resolving complex investor and operational issues while maintaining strong relationships and service standards. Oversee client onboarding and... ...in Investor Services, fund administration, alternative investments, or related financial services...Suggested
- ...client is a prominent, well respected Alternative Asset Management firm currently seeking to add a talented Senior Associate for their growing Marketing & Investor Operations Team. Ideal individual... ...at least 2+ years of Financial Services / Private Equity / Corporate...SuggestedWork at office
$80k - $150k
...Manager, Alternative Investor Services The Alternative Investor Services Team delivers comprehensive fund administration for domestic and offshore Hedge and Private Equity Funds. Core functions include investor transaction processing, compliance and due diligence, reporting...Ongoing contract- ...finalized its first investment in 2018 in Investors Heritage, a regional life insurer... ...year track record of exceptional client service. Aquarian continued to deepen its expertise... .... Aquarian has continued to expand into alternative assets and private credit through the launches...Work at officeLocal area
- ...professional to support reporting, client onboarding, and coordination across marketing, legal, and compliance. You’ll manage monthly investor reporting and ensure accuracy while reflecting clients' objectives. Based in a hybrid role, you’ll collaborate with teams across...
$85k - $160k
YOUR IMPACT Alternative Capital Markets is seeking an associate to join the "ACM Investor Relations" team, focusing on client and advisor engagement, go‑to‑market strategy... ...and interpersonal skills Excellent client service skills, with the ability to translate client and...Full timeTemporary workPart timeWork at office$110k - $145k
...leader in financial information services with operations in more than 30... ...Fitch Ratings is seeking an Associate Director to join its Structured Credit Alternative Products group in our New York... ...in discussions with issuers and investors Contribute to the development...Temporary workWork at officeImmediate start3 days per week$90k - $115k
...Responsibilities Oversee daily operations of transfer agents and service providers, ensuring a seamless execution of transaction... ...understanding of HNW and Financial Advisor operating model. Knowledge of alternative investment fund and operational terms is helpful. It is...$90k - $100k
Join to apply for the Investor Services Associate role at Oppenheimer & Co. Inc. 23 hours ago Be among... ...and internal sales teams on alternative investment offerings. Communicating... ...City Metropolitan Area 2 months ago Director,Value Creation- Infrastructure Investor...Full timeInternshipRemote work$110k - $140k
Alchelyst is seeking an Employee Investor Services Associate in New York City. The role involves executing end-to-end investor onboarding workflows... ...services, particularly in investor services and alternative investment operations. The position offers a competitive...- ...a collaborative approach to client service. The culture is built on trust, accountability... ...attention to detail. Position: Investor Services Senior Associate Overview This role will be... ...Prior exposure to private equity or alternative investments preferred Experience working...Work at office
$110k - $140k
Employee Investor Services, Associate (NYC) Alchelyst is a client solutions and infrastructure partner for private markets asset managers. Purpose... ...with fund requirements, including AML/KYC standards for alternative investment vehicles. Partner with internal teams...- As Executive Director for Alternative Funds Investor Relations within Fund Services Operations, you will report to the Global Head of Transfer Agency Operations and lead end-to-end Investor Relations service delivery for Alternative Funds. You will be accountable for...Full time
- Green Key Resources seeks a Client Service Specialist to support investor operations by assisting with subscription and redemption processes for alternative investment vehicles, serving as a primary point of contact for investors and internal stakeholders. This role blends...
- ...locations offering urgent care, primary care and specialty services, from women's health to endocrinology and psychiatry. We also... ...difference in the health of our community. Job Summary The Associate Director for Children's Services will oversee the planning,...Work at office
- ...Mutual Group. With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long‑term capital... ...powering innovation. Position LMI is seeking an experienced Associate to join the Alternative Credit group within Liberty’s $22bn Global...Local area
$85k - $160k
The Goldman Sachs Group is seeking an associate to join the ACM Investor Relations team in New York. This role involves enhancing alternative investment communications and collaborating across teams to ensure clients are informed about market trends and investment strategies...- ...is seeking a Specialist to join the Collective Investment Trust Admin team within the Investment Manager Services Division. The role focuses on onboarding investors into CIT funds and providing expert support across related functions. The ideal candidate has a BA/BS in...
- ...management firm located in New York is seeking a Senior Associate for their Marketing & Investor Operations Team. The ideal candidate will support the... ...Bachelor’s Degree and at least 2 years of relevant experience in financial services. #J-18808-Ljbffr Coda Search│Staffing
$125k
...Investor Services Specialist USVC is seeking an Investor Services Specialist to own the self-directed investor experience. This supports every retail investor who puts capital in through usvc.com, from their first KYC check through their tenth reinvestment. You're...Work at office2 days per week$155k - $185k
About This Role Axsome Therapeutics is seeking an Associate Director, Patient Services to lead the establishment and growth of a new Patient Services Hub. This role will work closely with the Director, Patient Services for developing, implementing, and overseeing all aspects...Local areaRemote workHome office3 days per week$130k - $140k
HedgeServ is seeking an Investor Services Manager for our New York office to oversee a team delivering comprehensive investor services. Responsibilities include managing client transactions, preparing investor reports, and ensuring compliance with AML/KYC regulations. The...Remote jobWork at office$90k - $130k
InforCapital, partnership seeks a Senior Investor Services Analyst in New York to support investor relations and accounting for private equity clients. The position involves data collection, reporting, and managing cash flow projections, along with ESG and fundraising data...$125k - $150k
A leading alternative asset manager in New York is seeking an experienced professional to manage Financial Advisor and investor queries. The role involves coordinating reports, leading due diligence efforts, and assisting with oversight of feeder funds. Ideal candidate...$140k - $185k
...About This Posting This job description represents a sample Investor Services Specialist position commonly found through the Career Launch... ...understand the responsibilities and qualifications typically associated with roles that focus on investor support, client operations...Full time- ...resume when applying. Very stable investment firm seeks an individual with 1-4 years of experience to be responsible for daily investor servicing including transactions, AML, cash monitoring, data management, events, and fund communications. Candidates must have...
- Social Capital Resources, a rapidly growing hedge fund situated in Midtown, Manhattan, is hiring an Investor Services Associate for a full-time position. The successful candidate will handle diverse functions including hedge fund and private equity operations, manage third...Full time
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