Investor Relations Transfers Rep

AppleOne Employment Services; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

AppleOne Employment Services in New York, NY is seeking an experienced Investor Relations Transfers Rep to support a private markets investor servicing function, focusing on investor transfers, ownership changes, and related operational controls. You will work with fund managers, investors, intermediarie s, and internal teams to ensure accurate documentation and timely processing.

The ideal candidate will have 4–6+ years in investor relations or transfer agency, with strong knowledge of

Qualifications

• Bachelor's degree in Finance, Business, Accounting, Economics, or a related field.
• 4 to 6+ years of experience in investor relations, transfer agency, fund administration, or private markets operations.
• Strong knowledge of alternative investment products (private equity, private credit, real estate, infrastructure).
• Experience with investor transfers, transfer documentation, subscription documents, fund governing documents, and ownership changes.
• Proficiency with Microsoft Office, especially Excel.
• Strong organizational, analytical, communication, and stakeholder management skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

Responsibilities

• Manage the end-to-end investor transfer process, including documentation review, approval coordination, status tracking, and timely completion of transfer activity.
• Coordinate with legal, compliance, fund administration, and operations teams to facilitate investor transfers and ownership changes.
• Review transfer agreements, subscription documents, KYC/AML materials, and fund governing documents for accuracy and compliance.
• Maintain accurate investor records across transfer agency and servicing platforms while monitoring service levels and priority requests.
• Identify opportunities to streamline manual processes, improve controls, and enhance the investor experience.
• Support broader investor servicing initiatives, regulatory projects, and mentoring of junior team members.

Skills

Investor relations

Transfer agency

Stakeholder management

Analytical skills

Communication skills

Attention to detail

Education

Bachelor's degree in Finance/Business/Accounting/Economics

Tools

Microsoft Office

Excel

Job description

Job Summary

We are seeking an experienced Investor Relations Transfers Rep for a direct hire opportunity in New York, NY. This role supports an Alternatives and Private Markets investor servicing function with a primary focus on investor transfers, ownership changes, secondary transactions, and related operational controls.

This is an excellent opportunity for a detail-oriented investor relations, transfer agency, fund administration, or private markets operations professional who enjoys working with sophisticated investors, fund administrators, legal counsel, compliance teams, investment managers, and internal operations partners. The environment offers supportive leadership, strong cross-functional visibility, collaborative teamwork, and the opportunity to contribute to process improvements across a growing investor servicing function.

The ideal candidate is highly organized, client-focused, and experienced in managing complex investor transfer workflows for private equity, private credit, real estate, infrastructure, or other alternative investment products.

Key Responsibilities

• Manage the end-to-end investor transfer process, including documentation review, approval coordination, status tracking, and timely completion of transfer activity.
• Partner with fund administrators, legal counsel, compliance, operations, fund managers, investors, and intermediaries to facilitate investor transfers and ownership changes.
• Review transfer agreements, subscription documents, KYC/AML materials, and fund governing documents for accuracy, completeness, and compliance.
• Maintain accurate investor records across transfer agency and investor servicing platforms while monitoring service levels and priority requests.
• Identify opportunities to streamline manual processes, improve controls, enhance documentation, and strengthen the investor experience.
• Support broader investor servicing initiatives, regulatory projects, operational enhancements, and mentoring of junior team members.

Compensation and Benefits

• Salary range: $85,000 to $110,000 per year.
• Job type: Direct hire.
• Location: New York, NY.

Required Qualifications and Skills

• Manage investor transfer activity, secondary transactions, ownership changes, and investor recordkeeping processes.
• Coordinate transfer approvals and onboarding requirements with legal, compliance, fund administration, and operations teams.
• Serve as a key contact for investors, LPs, intermediaries, investment managers, and internal stakeholders.
• Maintain process documentation, standard operating procedures, and tracking tools to support accuracy and operational efficiency.
• Bachelor's degree in Finance, Business, Accounting, Economics, or a related field.
• 4 to 6+ years of experience in investor relations, transfer agency, fund administration, private markets operations, or a closely related function.
• Strong knowledge of alternative investment products, including private equity, private credit, real estate, infrastructure, or other private market strategies.
• Demonstrated experience with investor transfers, transfer documentation, subscription documents, fund governing documents, ownership changes, and investor servicing workflows.
• Familiarity with KYC/AML requirements and onboarding documentation related to investor transfers.
• Proficiency with Microsoft Office, especially Excel.
• Strong organizational, analytical, communication, and stakeholder management skills.
• Exceptional attention to detail and the ability to manage multiple priorities in a fast-paced, deadline-driven environment.

Preferred Qualifications

• Experience working with institutional investors and high-net-worth investors.
• Background supporting registered funds and private commingled funds.
• Knowledge of Publicly Traded Partnerships, PTP, is a plus.
• Experience with transfer agency, fund administration, investor servicing, or private markets servicing platforms.
• Strong understanding of the full investor transfer lifecycle, including quality control, shared mailbox management, LP communications, stakeholder follow-up, and completion tracking.
• Continuous improvement mindset with experience identifying automation, control enhancement, and process optimization opportunities.
• Collaborative leadership style with the ability to influence cross-functional partners and mentor junior team members.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.