Manager, Investor Services & Operations

3 Bridge Networks; Los Angeles (CA); On-site; USD 110,000 - 140,000; Full time

Job summary

3 Bridge Networks LLC is seeking a Manager, Investor Services & Operations to support the firm’s growing interval fund business in Los Angeles. The role sits in the accounting group and requires coordinating with Investor Relations, distribution teams, and external service providers to deliver accurate, timely investor service and operational execution.

The ideal candidate will bring experience in investor services or client service operations within asset management, with strong communication

Qualifications

• Bachelor’s degree in Business, Finance or Accounting.
• 5–10 years in investor services or related asset management.
• Experience with third-party administrators or transfer agents.
• Strong communication and organization.
• Proficient in Excel; Salesforce a plus.

Responsibilities

• Serve as operational contact for investors and financial advisors.
• Coordinate inquiries on accounts, transactions, distributions, and reporting.
• Support onboarding and ongoing account servicing with internal teams.
• Oversee external providers and ensure timely issue resolution.
• Improve investor communications and operational workflows.
• Reconcile investor activity with accounting.
• Coordinate fund events and distributions.

Skills

Excel

Client service

Cross-team coordination

Financial data analysis

Education

Bachelor's degree in Business/Finance/Accounting

Tools

Salesforce

Job description

An established investment management firm is seeking a Manager, Investor Services & Operations to support the operational needs of its growing interval fund business.

This position sits within the accounting group and works closely with Investor Relations, distribution teams, and external service providers. The manager will help ensure investors and financial advisors receive responsive service, transactions are processed accurately, and operational issues are resolved efficiently.

The ideal candidate has experience in investor services, client service operations, or investor relations operations at an asset manager, with a track record of coordinating across internal teams and third-party providers. The focus is on investor servicing and operational execution rather than fundraising or sales.

Prior transfer agency experience is not required. Candidates who bring strong asset management client service experience, operational judgment, and a willingness to learn are encouraged to apply.

Key Responsibilities

Investor Services & Operational Support

• Serve as a key operational contact for investors, financial advisors, distribution partners, and internal relationship managers.
• Coordinate responses to inquiries involving investor accounts, transactions, distributions, reporting, and fund processes.
• Partner with Investor Relations and distribution teams to support investor onboarding and ongoing account servicing.
• Take ownership of complex servicing issues, working across teams and external providers to ensure timely resolution.
• Support investor communications related to fund activity and operational updates.

Third-Party Provider Oversight

• Manage day-to-day coordination with the fund’s transfer agent and other external service providers.
• Monitor service quality, outstanding requests, transaction processing, and reporting accuracy.
• Follow up on exceptions, investigate discrepancies, and hold providers accountable for resolving issues.
• Participate in service review meetings and help improve coordination between providers and internal teams.

Accounting & Fund Operations Coordination

• Work closely with accounting to reconcile investor activity and resolve transaction or reporting discrepancies.
• Support subscriptions, repurchase offers, distributions, account maintenance, and related operational workflows.
• Oversee the accurate flow of investor and sales data from external providers into Salesforce and internal reporting systems.
• Coordinate with Accounting, Legal, Compliance, and Operations on fund events, new share classes, and distribution platform launches.

Process Improvement

• Identify opportunities to simplify workflows and improve the investor experience.
• Develop procedures, tracking tools, and service metrics to strengthen oversight.
• Support technology and automation initiatives as the business grows.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• Approximately 5–10 years of experience in investor services, client service operations, investor relations operations, fund operations, or a related asset management function.
• Experience at a large or established asset manager is preferred.
• Experience coordinating with third-party administrators, custodians, transfer agents, or other financial service providers.
• Ability to investigate operational issues, work with detailed financial information, and coordinate resolution across multiple teams.
• Strong communication, organization, and follow-through, with a client service mindset.
• Strong Microsoft Excel skills; Salesforce experience is a plus.
• Exposure to interval funds, mutual funds, other registered investment products, or alternative investments is helpful.