Vice President, Investor Operations

Speed Bay Warehouse Solutions; Denver (CO); On-site; USD 175,000 - 190,000; Full time

Benefits offered by this job

Medical, dental, vision, life, and dis

401K + matching

PTO and paid holidays

Job summary

Speed Bay Warehouse Solutions is seeking a Vice President, Investor Operations in Denver, CO to serve as the operational backbone of the firm’s distribution platform, coordinating with broker-dealers, custodians, and fintech partners to ensure accurate, timely investor data and reporting.

The role reports to senior leadership and partners with Fund Accounting, Legal, Compliance, and Investor Relations to scale processes, manage risk, and drive growth in private investment programs.

Qualifications

• 8+ years in institutional investor operations or fund administration.
• Experience with broker-dealer/distribution operations in private investments.
• Established relationships with broker-dealer offices, custodians, and fintech platforms preferred.
• Solid understanding of FINRA/SEC requirements for private funds.
• Strong relationship-management and communication skills.
• Experience building or scaling operational infrastructure.
• Proficiency with Microsoft Office; experience with transfer agent/fund administration systems and CRM platforms (Juniper Square, Salesforce) a plus.
• FINRA licensure (e.g., Series 7/24/99) a plus but not required.
• Bachelor’s degree in Business or related field preferred.

Responsibilities

• Serve as primary contact between Speed Bay and its transfer agent.
• Monitor transfer agent service levels and drive improvements in processing accuracy.
• Coordinate operations with fund documents, offering terms, and regulatory requirements.
• Coordinate interactions with the managing broker-dealer.
• Support onboarding for new institutional investors and wealth platforms.
• Build and maintain relationships with custodians and fintech/alternative platforms.
• Coordinate platform integrations and reporting for investor data.
• Liaise between internal tech teams and external partners to resolve issues.
• Oversee institutional investor communications, including capital calls, distributions, tax documents, statements.
• Assist Investor Relations and Marketing on investor materials.
• Identify opportunities to automate investor operations workflows.
• Manage staff or external providers for investor operations.

Skills

Relationship management

Communication

Project management

Process orientation

Team collaboration

Education

Bachelor’s degree in Business

Tools

Microsoft Office

Juniper Square

Salesforce

Transfer agent systems

CRM platforms

Job description

Reports to: Head of Wealth Solutions/Head of Fundraising & Investor Relations

Location: Denver, CO (Cherry Creek)

Schedule: Full-time, Exempt, In-Office

Overview

Speed Bay Warehouse Solutions is a vertically integrated real estate investment and management platform focused on acquiring and operating shallow bay, multi-tenant light industrial assets in prime infill markets throughout the U.S. Sponsored by the founders of Black Creek Group—whose 30-year track record includes over $25 billion in real estate transactions, the firm is led by a seasoned executive team with extensive real estate industry experience and deep expertise investing in and managing multi-tenant light industrial properties. Speed Bay is building a national portfolio designed to deliver durable, long-term value through disciplined acquisitions, operational excellence, and technology-enabled performance.

This is an exciting opportunity to join an emerging commercial real estate operating platform focused on acquiring and managing multi-tenant light industrial shallow bay properties in key metropolitan areas across the US.

About the Role

Speed Bay Warehouse Solutions is seeking a Vice President, Investor Operations to serve as the internal relationship manager coordinating interactions with broker-dealers, fintech platforms, institutional investors and third-party servicers for the Speed Bay REIT and Flagship Fund. This role is the operational backbone of Speed Bay’s distribution platform, ensuring that investor transactions, communications, and reporting are executed accurately, on time, and in a manner that reflects well on the firm across every channel.

The VP, Investor Operations will act as the connective tissue between Speed Bay’s internal teams (Fund Accounting, Legal, Compliance, and Investor Relations) and its external distribution partners. This person will bring order, accountability, and scalable process to a fast-growing capital raising platform.

The ideal candidate has deep experience in investor and fund operations and/or managing broker-dealer/distribution support within non-traded real estate or other alternative investment programs, along with the relationship-management instincts to represent Speed Bay professionally to external partners and investors alike.

Key Responsibilities

REIT Fund Operations Management

• Serve as the primary point of contact between Speed Bay and its transfer agent;
• Monitor transfer agent service levels and turnaround times, resolve escalations, and drive continuous improvement in processing accuracy.
• Work with other key team members to ensure investor operations align with fund documents, offering terms, and regulatory requirements.
• Coordinate operations-related interactions with the managing broker-dealer.
• Work with Fundraising Team to support operational due diligence requests and onboarding for new institutional investors and wealth platforms.

Institutional and Fintech Platform Relationships

• Build and maintain relationships with home office operations teams, custodians, and fintech/alternative investment platforms supporting distribution.
• Coordinate platform integrations, data feeds, and reporting requirements to ensure accurate, timely investor data across distribution partners.
• Serve as liaison between internal technology teams and external fintech partners to troubleshoot and resolve operational issues.

Institutional Investor Reporting

• Work with the fund accounting team and external investor portal partner to oversee preparation and distribution of institutional investor communications, including capital calls, distributions, tax documents, statements, and periodic reporting.
• Partner with Investor Relations and Marketing on investor-facing materials and respond to escalated investor inquiries.

Operational Excellence & Process Management

• Serve as the operational backbone of the distribution platform, building and refining processes, controls, and systems that scale with capital-raising growth.
• Identify and implement opportunities to automate and streamline investor operations workflows.
• Manage internal staff and/or external service providers supporting the investor operations function.

Qualifications

• 8+ years of experience in institutional investor operations, fund administration, and/or broker-dealer/distribution operations, ideally within alternative investment programs.
• Strong working knowledge of distribution platforms, fund LP management, and distribution operations for both institutional and retail private alternative investment products.
• Established relationships with broker-dealer home offices, custodians, and fintech/alternative investment platforms preferred.
• Solid understanding of FINRA/SEC requirements governing distribution of private alternative funds.
• Excellent relationship-management and communication skills, with the ability to serve as a trusted point of contact across internal and external stakeholders.
• Strong process orientation and project-management skills; experience building or scaling operational infrastructure.
• Proficiency with Microsoft Office Suite; experience with transfer agent/fund administration systems and CRM platforms (e.g. Juniper Square, Salesforce) a plus.
• FINRA licensure (e.g., Series 7/24/99) a plus but not required.
• Bachelor’s degree in Business, or a related field preferred.

What We Offer

• Competitive base salary and discretionary bonus.
• Comprehensive medical, dental, vision, life, and disability insurance.
• A genuine opportunity to build and shape the investor operations function of a fast-growing, institutionally backed real estate platform from an early stage.
• Direct impact on the firm’s distribution platform and capital-raising success.
• A collaborative, high-performing team culture backed by industry-leading founders.

Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings.

Physical Requirements

Required to stand, walk, and sit. Sedentary for large portions of the day.

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Noise level is usually moderate; office environment.
• Ability to see details at close range.
• Repetitive motion and manual dexterity to input data on keyboard.

Compensation

The annual full-time base salary range for this role is $175,000 - $190,000. Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and Speed Bay Senior Management approval. Speed Bay offers PTO and paid holidays, the terms of which are set forth in the program policies. All full-time employees are also eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K, in each case in accordance with the terms of the applicable plans.

Equal Opportunity Employer

Pay Transparency Nondiscrimination Provision: Speed Bay is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Know Your Rights: Workplace Discrimination is Illegal

Speed Bay does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to Speed Bay in any manner will be considered Speed Bay property, and Speed Bay will not pay a fee for any placement resulting from the receipt of an unsolicited resume.