Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Investor Services Manager role.
Rezi rewrites your resume against HedgeServ's job description. Free.
Tailor your resume to this Investor Services Manager role.
Rezi rewrites your resume against HedgeServ's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Investor Services Manager posting at HedgeServ — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Investor Services Manager posting at HedgeServ — free, in seconds.
About the Role
The Investor Services Manager will manage a team responsible for providing comprehensive investor services to clients, processing transactions, preparing reports, and reconciling bank accounts. This role involves managing client relationships and ensuring accurate, timely communication.
Responsibilities
- Manage a team of supervisors and administrators responsible for providing the full suite of investor services to assigned clients.
- Process investor transactions in client funds, including investor due diligence to satisfy applicable AML/KYC requirements.
- Prepare, review, and distribute all investor reporting, including monthly account statements, transaction confirmations, and performance reports.
- Reconcile fund bank accounts daily and process authorized money movements.
- Manage external client relationships and establish effective internal working relationships with other departments.
- Ensure all client communication is accurate, timely, and consistent with applicable service level agreements.
- Assist with the initialization and transitioning of new clients, including document review and bank account opening.
- Participate in presentations to new clients as requested.
- Respond to ad hoc client and investor queries.
Requirements
- 7+ years of experience in a Hedge Fund Administration Firm at a senior level, with at least 3 years in a Manager level.
- Alternative Hedge Fund and Private Equity experience may be considered.
- Ability to work effectively both within a team structure and individually.
- Good initiative tempered with identifying when escalation is required.
Skills
- Strong verbal and written communication skills
- Strong analytical and problem-solving skills
- Strong inter-personal skills
- Strong systems, product and process knowledge
Location
- Remote
- Hybrid
Work Type
- Remote
- Hybrid
Experience Level
- Senior level
- Manager level
Education Level
- Accounting, Finance, Legal or Business Degree
Salary/Compensations
- $120,000 - $140,000
Benefits
- Remote and hybrid working arrangements
- Fully paid comprehensive health and well-being benefits
About the Company
- HedgeServ is redefining fund administration with tech-enabled solutions and award-winning service, partnering with leading investment managers across various asset classes.
- Their proprietary platform utilizes machine learning and robotic process automation for real-time insights and operational control.
- The company fosters a future-focused environment with robust career development, training, and progression plans, emphasizing collaborative culture and core values of Relationships, Support, Innovation, and Expertise.
- Founded in 2008, HedgeServ is a global organization with over 2,000 experts and offices worldwide, recognized for its excellence in alternative asset services.
Equal Opportunity
- HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and fully paid comprehensive health and well-being benefits. We’ve been recognized as an employer of choice, earning a top 100 workplaces designation.