Investor Services Manager
Gen II Fund Services
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Benefits offered by this job
Job summary
Gen II Fund Services seeks an Investor Services Manager to join the operations team. The role focuses on delivering investor services to sponsors and client service teams with meticulous attention to detail and strong time management in a fast-paced environment.
The ideal candidate has 7+ years in financial services, PE or hedge fund investor services background, and experience with investor portals and Allvue CRM.
Qualifications
- Bachelor's degree in Business Administration (Accounting/Finance/Economics a plus).
- 7+ years’ experience in the financial services industry.
- Private Equity or Hedge Fund Investor Services background preferred.
- Experience with investor portals and Allvue CRM is a plus.
- Ability to manage multiple tasks and projects with differing deadlines.
- Excellent verbal and written communications.
Responsibilities
- Ensure staff adherence to guidelines & best practices for client deliverables.
- Support tactical and strategic roadmap to enhance client and investor experience.
- Maintain open communication with client services teams and Principals.
- Partner with Gen II technology to implement centralized workflow systems.
- Lead information sessions to promote best practices and op-model changes.
- Conduct client calls, address concerns, and manage escalations.
- Identify solutions to reduce cycle time on client requests and reporting.
- Maintain staff heat map for cross-training and risk reduction.
- Ensure Investor Relations team adherence to SLAs.
- Supervise, train, and evaluate associates and supervisors.
- Operate in a deadline-driven, high-volume environment.
- Lead special projects and ensure compliance with policies and procedures.
Skills
Education
Tools
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.
www.gen2fund.com
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.
- 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
- 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 candidate's experience level.
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. For further information, please review the Know Your Rights notice from the Department of Labor.
Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.
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.
www.gen2fund.com
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.
- 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
- 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
- Allvue CRM experience a plus
- Strong management traits
- Demonstrate strong customer service/client relationship skills
- Ability to manage multiple tasks and projects with differing deadlines
- Impeccable attention to details
- 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 candidate's experience level.
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. For further information, please review the Know Your Rights notice from the Department of Labor.
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