Remote Investor Services Manager (Private Equity) - 27390 Job at Daley And Associates, LLC, Lowell, MA

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  • Daley And Associates, LLC
  • Lowell, MA

Job Description

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

    If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com

Job Tags

Full time, Remote work,

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