Investor Services Manager - Remote within US - Private Equity
Our team is working with a leading private equity fund looking to hire a Remote Investor Services Manager to their growing team. The Investor Services Manager will be responsible for managing internal and external client and investor requests.
This role is a full time remote position that will offer up to 150K base, bonus, equity & 100% benefits.
Key Responsibilities:
Serve as the primary contact for investor inquiries through a dedicated investor servicing inbox, providing accurate and timely responses.
Ensure timely and accurate posting of investor documents to the investor portal, maintaining confidentiality and compliance with regulatory requirements.
Work with the team to manage the CRM (salesforce) and investor portal (eFront) to track and monitor investor activities, as well as keep data accurate and up to date.
Assist in the processing of capital calls, distributions, and other transactions, ensuring accuracy and adherence to timelines.
Help ensure all investor communications and data adhere to internal policy and procedures.
Collaborate with broader finance teams to ensure a seamless investor experience, including working with treasury, fund accounting, data & reporting and other broader teams.
Support onboarding of new investors and any evolutions of investor servicing processes.
Support completion and delivery of investor DDQs.
What You’ll Need:
Minimum of 5 years of operational or financial service experience in the fund accounting industry
Previous experience in Private Equity is preferred
Proficient in Microsoft Word, Excel, Adobe Acrobat, Outlook, PowerPoint, and CRM applications
Previous experience with tech implementations
Ability to think from a process improvement perspective
Strong attention to detail with good time management, the ability to multi-task, analytical skills, and organization
Ability to efficiently communicate through oral and written communication
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