Investor Services Manager
Gen II Fund Services
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Benefits offered by this job
Job summary
Gen II Fund Services is seeking an Investor Services Manager to lead the investor services function within our US operations. The role emphasizes meticulous attention to detail, time management, and coordinating client deliverables for sponsor and client service teams.
The ideal candidate has 7+ years in financial services with private equity/hedge fund investor services experience and strong communication skills.
Qualifications
- Bachelor’s degree in Business Administration (Accounting/Finance/Economics a plus).
- 7+ years 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.
- Excellent verbal and written communications.
- Ability to manage multiple tasks and deadlines.
- Impeccable attention to detail.
Responsibilities
- Ensure staff adherence to guidelines & best practices for client deliverables.
- Support tactical & strategic roadmap to enhance client & investor experience.
- Maintain open communication with client services teams & Principals.
- Partner with Gen II technology to implement centralized workflow system.
- Lead information sessions with internal stakeholders to promote best practices.
- Handle client calls and address concerns & escalations.
- Identify solutions to reduce cycle time on client requests & reporting.
- Maintain staff heat map to support cross-training and reduce key person risk.
- Manage Investor Relations team and ensure SLAs with clients.
- Perform additional duties to meet all client deliverables.
- Supervise, train, and evaluate associates and supervisors.
- Operate in a deadline-driven, high-volume environment.
- Lead special projects and ensure adherence to policies.
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 the 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.
Who is Gen II? 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 the 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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