Investor Services Manager

Gen II Fund Services•San Francisco, CA

3d•$130,000 - $160,000•Hybrid

About The Position

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.

Requirements

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
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

Nice To Haves

Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus
Allvue CRM experience a plus

Responsibilities

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