AVP, Investor Services: Transforming Transfer Agency

102 H.I.G. Capital Management, LLC; Coral Gables (FL); On-site; USD 150,000 - 190,000; Full time

Job summary

H.I.G. Capital in the Coral Gables area seeks an AVP to oversee transfer agency and investor servicing for private funds distributed through the private wealth channel.

You will manage subscriptions, redemptions, onboarding, and investor inquiries, coordinating with RIAs, custodians, and platforms to maintain accuracy and speed. The role requires deep knowledge of evergreen products, transfer agency operations, and strong process improvements across Fund Accounting, Legal, Tax, and Investor

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or similar required.
• 10+ years of relevant industry experience in transfer agency, fund operations, investor services, or alternative investment operations with 5+ years of retail investor experience.
• Experience with evergreen or continuously offered alternative investment products, including recurring subscriptions and periodic liquidity.

Responsibilities

• Oversee all transfer agency activities, including subscriptions, redemptions, transfers, investor onboarding, account maintenance, cash activity, reconciliations, and investor servicing.
• Manage the relationship with the third-party administrator, including service levels, operational performance, exception management, issue escalation, controls, and process improvements.
• Coordinate monthly subscription and quarterly redemption cycles, ensuring transactions are processed accurately and within established deadlines.
• Manage operational relationships with RIAs, RIA custodians, broker dealers, and alternative investment platforms.
• Support transaction processing and connectivity through DTCC AIP and platforms such as iCapital, CAIS, and other alternative investment providers.
• Identify opportunities to improve automation, straight through processing, scalability, and the overall investor servicing model.

Skills

Transfer agency

Fund operations

Investor services

Alternative investments

Relationship management

Education

Bachelor’s degree in Business/Finance/Accounting

Tools

DTCC AIP

iCapital

CAIS

Job description

H.I.G. Capital in the Coral Gables area seeks an AVP to oversee transfer agency and investor servicing for private funds distributed through the private wealth channel.

You will manage subscriptions, redemptions, onboarding, and investor inquiries, coordinating with RIAs, custodians, and platforms to maintain accuracy and speed. The role requires deep knowledge of evergreen products, transfer agency operations, and strong process improvements across Fund Accounting, Legal, Tax, and Investor