Investor Services Manager - Remote within US - Private EquityOur team is working with a leading private equity fund looking to hire a Remote Investor Services Manager to their growing team. The Investor Services Manager will be responsible for managing internal and external client and investor requests.This role is a full time remote position that will offer up to 150K base, bonus, equity & 100% benefits. Key Responsibilities:
- Serve as the primary contact for investor inquiries through a dedicated investor servicing inbox, providing accurate and timely responses.
- Ensure timely and accurate posting of investor documents to the investor portal, maintaining confidentiality and compliance with regulatory requirements.
- Work with the team to manage the CRM (salesforce) and investor portal (eFront) to track and monitor investor activities, as well as keep data accurate and up to date.
- Assist in the processing of capital calls, distributions, and other transactions, ensuring accuracy and adherence to timelines.
- Help ensure all investor communications and data adhere to internal policy and procedures.
- Collaborate with broader finance teams to ensure a seamless investor experience, including working with treasury, fund accounting, data & reporting and other broader teams.
- Support onboarding of new investors and any evolutions of investor servicing processes.
- Support completion and delivery of investor DDQs.
What You'll Need:
- Minimum of 5 years of operational or financial service experience in the fund accounting industry
- Previous experience in Private Equity is preferred
- Proficient in Microsoft Word, Excel, Adobe Acrobat, Outlook, PowerPoint, and CRM applications
- Previous experience with tech implementations
- Ability to think from a process improvement perspective
- Strong attention to detail with good time management, the ability to multi-task, analytical skills, and organization
- Ability to efficiently communicate through oral and written communication
If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at ...@daleyaa.com