Manager, Private Markets Investor Relations
About The Position
The Investor Relations team delivers outstanding experience for all fund investors and intermediaries while maintaining compliance. This VP role supports our Private Equity fund growth and acts as a key contact for internal teams, investors, and third-party providers, managing centralized investor inquiries efficiently. Responsibilities include, but are not limited to, the following: Oversee the Dallas Investor Relations team and assess their structure to ensure effective allocation of duties and responsibilities. Support Private Equity institutional and private wealth investors by ensuring timely requests, complete transaction documentation, and deadline compliance. Manage fund administrator relationships, prioritizing investor services, data integration, and efficient workflows for diverse fund structures and distribution partners. Become familiar with the Firm’s Private Fund offerings to provide informed client service. Supervise the introduction of new products and assess their effect on team workload. Supervise the integration of new products and assess their impact on team workload volume. Deliver essential metrics and reports to senior management. Supervise group mailboxes and communication queues for interactions with both internal teams and external investors or counterparties. Administer ongoing client account maintenance, including re-registration and distribution of client communications. Define and establish departmental procedures. Drive continual improvement through process enhancements and automation, including assisting with UAT testing for on-going project work. Assist with special projects as assigned.
Requirements
- At least 8 years' financial services experience, ideally in client service management
- Bachelor’s degree or equivalent
- Familiar with private markets open and closed end funds
- Professional internal partner management skills
- Client-focused, detail-oriented, adept at multitasking and thriving under pressure.
- Strong communication and organizational abilities
- Strong knowledge of Excel and PowerPoint
Nice To Haves
- Knowledge of eFront suite of applications (Front Invest and Investment Café), preferred.
Responsibilities
- Oversee the Dallas Investor Relations team and assess their structure to ensure effective allocation of duties and responsibilities.
- Support Private Equity institutional and private wealth investors by ensuring timely requests, complete transaction documentation, and deadline compliance.
- Manage fund administrator relationships, prioritizing investor services, data integration, and efficient workflows for diverse fund structures and distribution partners.
- Become familiar with the Firm’s Private Fund offerings to provide informed client service.
- Supervise the introduction of new products and assess their effect on team workload.
- Supervise the integration of new products and assess their impact on team workload volume.
- Deliver essential metrics and reports to senior management.
- Supervise group mailboxes and communication queues for interactions with both internal teams and external investors or counterparties.
- Administer ongoing client account maintenance, including re-registration and distribution of client communications.
- Define and establish departmental procedures.
- Drive continual improvement through process enhancements and automation, including assisting with UAT testing for on-going project work.
- Assist with special projects as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
501-1,000 employees
