Investor Services Manager

gen2fund.com; San Francisco (CA); Hybrid; USD 130,000 - 150,000; Full time

Job summary

Gen II Fund Services, LLC is seeking an Investor Services Manager to provide high-quality investor services to sponsorship and client service teams. The role emphasizes meticulous attention to detail, strong time management, and the ability to thrive in a fast-paced environment.

The ideal candidate has 7+ years in financial services or private equity hedge fund investor services, with experience in investor portals and excellent communication skills.

Qualifications

• Bachelor's degree in Business Administration (concentrations in Accounting, Finance or Economics a plus)
• 7+ years' experience in the financial services Industry
• Private Equity or Hedge Fund Investor Services background
• Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus
• Ability to manage multiple tasks and projects with differing deadlines
• Excellent verbal and written communications

Responsibilities

• Ensure staff adherence to Implemented guidelines & best practices surrounding contact & coordination of all client deliverables
• Support the implementation of tactical & strategic roadmap to enhance client & investor experience.
• Establish and maintain open channels of communication with all client services teams & Principals to support best in class service
• Partner with Gen II technology to Identify and implement centralized workflow system
• Engage in monthly information sessions with internal stakeholders to promote best practices and facilitate the execution of op-model changes
• Engage in client calls on a regular cadence while effectively addressing client concerns and escalated issues
• Identify solutions & implement op-model changes to reduce cycle time on client requests & reporting, while continuing to operate with a low-risk appetite.
• Implement & maintain staff heat map to facilitate cross training and reduce key person risk
• Ensure Investor Relations team is managed effectively and adheres to all client service level agreements
• Perform additional duties as needed to ensure all client deliverables are met.
• Supervision, training and evaluation of associates, and supervisors
• Operate in a deadline driven, high volume and constantly changing environment
• Participate in and lead special projects
• Ensure deliverables are executed in line with Gen II best practices, policies and procedures
• Ensure overtime is based on business needs

Skills

Multitasking

Verbal & written comms

Client relationship management

Stakeholder engagement

Education

Bachelor's degree in Business Administration

Tools

Intralinks

Investment Café

Allvue

InvestorVision

Job description

Who is Gen II?

With offices in the US and Europe, we're looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II - more opportunity, more innovation, and more ideas! You'll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You'll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

The Investor Services manager is an integral individual within the Gen II operations team. The role requires meticulous attention to detail, as well as strong time management and organizational skills that thrive in a fast-paced, deadline driven environment. The candidate will primarily be responsible for providing Investor Services functions to the Gen II sponsors and client service teams.

What You'll Be Doing

• Ensure staff adherence to Implemented guidelines & best practices surrounding contact & coordination of all client deliverables
• Support the implementation of tactical & strategic roadmap to enhance client & investor experience.
• Establish and maintain open channels of communication with all client services teams & Principals to support best in class service
• Partner with Gen II technology to Identify and implement centralized workflow system
• Engage in monthly information sessions with internal stakeholders to promote best practices and facilitate the execution of op-model changes
• Engage in client calls on a regular cadence while effectively addressing client concerns and escalated issues
• Identify solutions & implement op-model changes to reduce cycle time on client requests & reporting, while continuing to operate with a low-risk appetite.
• Implement & maintain staff heat map to facilitate cross training and reduce key person risk
• Ensure Investor Relations team is managed effectively and adheres to all client service level agreements
• Perform additional duties as needed to ensure all client deliverables are met.
• Supervision, training and evaluation of associates, and supervisors
• Operate in a deadline driven, high volume and constantly changing environment
• Participate in and lead special projects
• Ensure deliverables are executed in line with Gen II best practices, policies and procedures
• Ensure overtime is based on business needs

The Ideal Background

• Bachelor's degree in Business Administration (concentrations in Accounting, Finance or Economics a plus)
• 7+ years' experience in the financial services Industry
• Private Equity or Hedge Fund Investor Services background
• Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus
• Ability to manage multiple tasks and projects with differing deadlines
• Excellent verbal and written communications

The salary range for this position is $130,000 - $150,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate's experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.

https://gen2fund.com/candidate-privacy-statement/

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.