Associate, Investor Services

H.I.G. Capital • Coral Gables, FL

20d

About The Position

The Investor Services team is responsible for managing the ongoing needs, including responding to inquiries and report delivery to H.I.G.’s expansive, global investor base in a timely, efficient, and accurate manner. The team works directly with the H.I.G. investment professionals, capital formation team, investor relations, legal and compliance, and finance teams to collaborate and respond to investor requests in a timely and effective manner. In addition to the internal teams, the Investor Services team works with various third parties including tax preparers, fund administrators, and technology vendors. The Associate of Investor Services Team will play a key role in ensuring the delivery of high-quality service to investors and internal stakeholders within the Private Equity investment strategy pillar. This role requires am experienced professional with a keen understanding of client services, and a commitment to continuous improvement. The ideal candidate will have a background in investor relations and/or servicing, as well as excellent written and oral communication skills, and a strong understanding of the alternative investment management industry. This role will report directly to the Manager of Investor Services – Private Equity.

Requirements

• 2-3 years for Associate years of experience, in investor servicing, reporting, marketing, finance, or communications in the investment management industry.
• Bachelor’s degree in finance, business, communications, English, or related field.
• Professional individual with excellent written and oral communication skills and an energetic attitude.
• Strong project management and organizational skills, with the ability to manage multiple deadlines and projects at once.
• Ability to interact directly with sophisticated investors, their front and back office, and senior management.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Collaborate on a team comprised of Private Equity strategy-specific investor services professionals, who will primarily focus on investor inquiries, reporting requests, and other business critical items ensuring timelines are met.
• Deliver an exceptional investor experience through a proactive approach with attention to detail, empathy, and effective communication.
• Develop subject matter expertise in the strategies under the team’s purview and understanding the nuances of each, while also working across pillars within investor services to ensure a consistent, high-quality deliverable for all investors and stakeholders.
• Mentor and train junior team members.
• Identify and implement process improvements for efficiency and automation.
• Assist in the building and maintenance of process and procedure documentation, investor content management system, and training guides to ensure that most up to date information is captured.
• Support team and firmwide initiatives that optimize investor service operations.
• Create effective working relationships and build alignment with business teams, and key subject matter experts across the firm.
• Monitor and assess current and evolving industry trends and events affecting investor needs and communications and make recommended changes and improvements as applicable.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees