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About the Role

We are seeking an experienced Investor Relations Specialist to support our Alternatives/Private Markets business with a primary focus on investor transfer activity. This role will serve as a key point of contact for investors, clients, fund managers, and internal stakeholders, ensuring investor transfers and ownership changes are processed accurately, efficiently, and in accordance with fund-governing documents and regulatory requirements. The successful candidate may also support broader investor servicing activities and contribute to process improvements across the Investor Relations function.

Responsibilities

Manage the end-to-end investor transfer process, including reviewing transfer documentation, coordinating approvals, and ensuring timely completion of transactions.
Partner with fund administrators, legal counsel, compliance, and internal operations teams to facilitate investor transfers and ownership changes.
Review and validate transfer documentation for completeness, accuracy, and compliance with fund documentation and regulatory requirements.
Serve as a primary point of contact for investors, investment managers, and intermediaries regarding transfer requests and investor servicing inquiries.
Coordinate onboarding requirements associated with investor transfers, including KYC/AML documentation and subscription-related activities, where applicable.
Maintain accurate investor records across transfer agency and investor servicing platforms.
Monitor service level agreements and proactively manage high-priority and complex transfer requests.
Identify opportunities to streamline manual processes, improve controls, and enhance the overall investor experience.
Develop and maintain process documentation, standard operating procedures, and training materials.
Support cross-functional projects, regulatory initiatives, and operational enhancements related to investor servicing and private market operations.
Mentor junior team members and share best practices to promote operational excellence.

Requirements

Bachelor’s degree in finance, Business, Accounting, Economics, or a related field.
4 – 6 years of experience in investor relations, transfer agency, fund administration, or private markets operations.
Strong knowledge of private equity, private credit, real estate, infrastructure, or other alternative investment products.
Demonstrated experience managing investor transfers, secondary transactions, ownership changes, or investor recordkeeping.
Familiarity with subscription documents, transfer agreements, fund governing documents, and KYC/AML requirements.
Knowledge of Publicly Traded Partnerships (PTP) is a plus.
Excellent organizational, communication, and stakeholder management skills.
Strong analytical and problem-solving abilities with exceptional attention to detail.
Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Proficiency with Microsoft Office, particularly Excel, and experience with investor servicing or transfer agency platforms is preferred.

Skills

Investor Relations
Transfer Agency
Fund Administration
Private Markets Operations
Private Equity
Private Credit
Real Estate
Infrastructure
Alternative Investment Products
Investor Transfers
Secondary Transactions
Ownership Changes
Investor Recordkeeping
Subscription Documents
Transfer Agreements
Fund Governing Documents
KYC/AML
Publicly Traded Partnerships (PTP)
Organizational Skills
Communication Skills
Stakeholder Management
Analytical Skills
Problem-Solving
Attention to Detail
Microsoft Office (Excel)
Investor Servicing Platforms
Transfer Agency Platforms
Institutional Investors
High-Net-Worth Investors
Registered Funds
Private Comingled Funds
Process Optimization
Automation

Work Type

Flexible work from home options available

Experience Level

4 – 6 years of experience

Education Level

Bachelor’s degree in finance, Business, Accounting, Economics, or a related field