Head of Investor Services and Reporting

Brewer Morris; New York (NY); Hybrid; USD 225,000 - 275,000; Full time

Job summary

A premier U.S.-based private capital investment platform is seeking a Head of Investor Services & Reporting. This high-impact leadership role involves overseeing client servicing strategies and collaborating with internal teams to ensure quality and accuracy in investor communications. The ideal candidate will have extensive experience in asset management and a strong track record in investor relations.

Benefits

Full medical, dental, vision coverage

Generous paid time off

401(k) match

Professional development opportunities

Qualifications

• 12+ years of experience in client service, investor relations, or reporting roles.
• Proven track record of supporting or leading institutional investor relationships.
• Deep familiarity with alternative fund structures.

Responsibilities

• Lead the development and oversight of all investor-facing materials.
• Centralize and standardize reporting processes across various structures.
• Drive responses to due diligence questionnaires and investor inquiries.

Skills

Client service

Investor relations

Reporting

Cross-functional collaboration

Communication

Job description

This range is provided by Brewer Morris. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$225,000.00/yr - $275,000.00/yr

Direct message the job poster from Brewer Morris

Head of Investor Services & Reporting- Private Credit

Location: New York, NY (Hybrid: 3 days in-office per week)

Compensation: Base $225,000–275,000 + Bonus + Long-Term Incentives

Benefits: Full medical, dental, vision coverage. Generous paid time off, 401(k) match, and more

This opportunity is with a premier U.S.-based private capital investment platform, backed by one of the world’s most trusted asset managers. With over $60 billion in committed capital, the firm is a recognized leader in middle-market private credit and sponsor-backed lending. Its track record, scale, and collaborative culture have made it one of the most active and admired credit platforms in the country. This role reports to a senior member of the firm’s Investor Relations & Business Development leadership team and collaborates closely with internal stakeholders across reporting, technology, investment, and operations.

Why This Role:

• High-impact leadership role: You’ll own the client servicing strategy across institutional and wealth channels at one of the most respected names in private credit.
• Culture of collaboration and excellence: Workplace where 97% of employees recommend the firm known for its inclusive, entrepreneurial, and team-first environment.
• Outstanding benefits & stability: Access to comprehensive medical benefits, pension/401(k), generous paid time off, and professional development backed by a well-capitalized and growing parent organization.
• Professional development and internal mobility opportunities

Responsibilities:

• Lead the development and oversight of all investor-facing materials, including pitch books, quarterly reports, factsheets, and portfolio updates.
• Centralize and standardize reporting processes across BDCs, CLOs, commingled vehicles, and co-investment structures.
• Drive responses to due diligence questionnaires, RFPs, and investor inquiries, coordinating across internal teams.
• Own quality control for all client deliverables, ensuring accuracy and brand alignment.
• Partner with Investor Relations to support investor webinars, and key relationship events.
• Collaborate with Technology, Finance, and Portfolio Analytics to define and implement a scalable data and reporting strategy.
• Mentor and influence team members while promoting a culture of excellence, responsiveness, and client-centric thinking.

Qualifications:

• 12+ years of experience in client service, investor relations, or reporting roles within asset management, private credit, or private markets.
• Proven track record of supporting or leading institutional investor relationships.
• Deep familiarity with alternative fund structures—BDCs, CLOs, drawdown funds, SMAs, co-investments, etc.
• Skilled in crafting and reviewing investor materials and presentations; hands-on with DDQs and data-driven LP communication.
• Adept at cross-functional collaboration and leading scalable reporting and servicing workflows.
• A strong communicator and culture-builder, energized by working in a fast-paced, growing, and mission-driven environment.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Public Relations, and Business Development

• Industries

  Investment Management, Venture Capital and Private Equity Principals, and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Child care support

Pension plan

Paid paternity leave

Student loan assistance

Disability insurance

Tuition assistance

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