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About the Role
The Investor Services Manager is an integral part of the Gen II operations team, requiring meticulous attention to detail, strong time management, and organizational skills to thrive in a fast-paced, deadline-driven environment. The role is primarily responsible for providing Investor Services functions to Gen II sponsors and client service teams.
Responsibilities
- Ensure staff adherence to guidelines and best practices for client deliverable coordination.
- Support the implementation of tactical and strategic roadmaps to enhance client and investor experience.
- Establish and maintain open communication channels with client services teams and Principals.
- Partner with Gen II technology to identify and implement a centralized workflow system.
- Engage in monthly information sessions with internal stakeholders to promote best practices and facilitate op-model changes.
- Engage in regular client calls, addressing concerns and escalated issues.
- Identify solutions and implement op-model changes to reduce cycle time for client requests and reporting while maintaining a low-risk appetite.
- Implement and maintain a staff heat map to facilitate cross-training and reduce key person risk.
- Ensure the Investor Relations team is managed effectively and adheres to client service level agreements.
- Perform additional duties as needed to ensure all client deliverables are met.
- Supervise, train, and evaluate 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.
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.
- Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) is a plus.
- Allvue CRM experience is a plus.
- Strong management traits.
- Demonstrate strong customer service/client relationship skills.
- Ability to manage multiple tasks and projects with differing deadlines.
- Impeccable attention to detail.
- Excellent verbal and written communications.
Skills
- Investor Services
- Client Relationship Management
- Project Management
- Communication (Verbal and Written)
- Attention to Detail
- Time Management
- Organizational Skills
- Staff Supervision
- Training
- Evaluation
Location
- US
- Europe
Work Type
- Hybrid
Experience Level
- 7+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $130,000 - $160,000
Benefits
- Discretionary bonus
- Comprehensive benefits package
- Training
- Opportunities for career growth
- Community that recognizes achievements
- Promotion from within
- Benefits focused on physical, mental, and financial well-being
About the Company
- Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology.
- Gen II has more than $1 trillion in private fund capital assets under administration.
- Careers mean more at Gen II – more opportunity, more innovation, and more ideas!
- Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.
Equal Opportunity
- All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States.