Investor Services Manager

Gen II Fund Services; San Francisco (CA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Job summary

Gen II Fund Services is seeking an Investor Services Manager in San Francisco to lead client deliverables and investor experience in a fast-paced environment. The role requires meticulous attention to detail, strong time management, and program oversight across investor services.

You will manage associates and supervisors, coordinate with technology for workflow improvements, and drive best practices in a deadline-driven setting. Hybrid work arrangement with competitive benefits.

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.
• Experience with investor portals such as Intralinks/Investment Café/Allvue/InvestorVision is a plus.

Responsibilities

• Ensure staff adherence to guidelines and best practices for client deliverables.
• Support the implementation of the tactical and strategic roadmap to enhance client and investor experience.
• Establish and maintain open communication with client services teams and Principals to support best in class service.
• Partner with Gen II technology to identify and implement a centralized workflow system.
• Engage in monthly information sessions with internal stakeholders to promote best practices and op-model changes.
• Engage in client calls on a regular cadence while addressing client concerns and escalated issues.
• Identify solutions and implement op-model changes to reduce cycle time on client requests and reporting.
• Maintain staff heat map to facilitate cross-training and reduce key person risk.

Skills

Multi-tasking

Communication

Time management

Education

Bachelor’s degree in Business Administration

Tools

Investor Portals (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.

www.gen2fund.com

Investor Services Manager

Position Overview

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. For further information, please review the Know Your Rights notice from the Department of Labor.