Assistant Manager

Overview

We are seeking an experienced Investor Relations Representative to support our growing private equity and alternative investments platform. This role will serve as a key point of contact for investors, delivering high-quality service across the full lifecycle of fund activity, including onboarding, capital events, reporting, and ongoing relationship management.

The ideal candidate brings approximately 6-8 years of experience in investor services, fund administration, or transfer agency, with a strong understanding of private markets operations and investor expectations.

Key Responsibilities

Manage investor onboarding and servicing for highly complex structures, institutional investors, and strategic relationships
Serve as a point of contact for investor inquiries, and complex financial or operational matters
Manage execution of all investor lifecycle events, ensuring accuracy, regulatory compliance, and risk mitigation
Own investor data integrity across systems, proactively identifying and resolving discrepancies
Review investor communications, notices, and reporting to ensure consistency, accuracy, and alignment with fund performance
Partner closely with Investment, Finance, Legal, Compliance, and external providers on investor-facing initiatives
Play a role in audits, system implementation or enhancement projects
Identify and drive process improvements, automation, and best practices to enhance scalability and investor experience
Provide guidance, review, and informal mentorship to junior team members
Maintain exceptional service standards and represent the firm with confidence and professionalism

Qualifications

Bachelor’s degree in Finance, Accounting, Business, or related field
6–8 years of progressive experience in investor relations, private equity operations, fund administration, or alternative investments
Deep understanding of private equity and alternative fund structures, investor obligations, and regulatory requirements

Skills & Competencies

Advanced investor relationship management skills
Strong judgment and problem-solving ability in complex scenarios
Expert-level data analysis, reconciliation, and risk awareness
Ability to influence cross-functional teams and drive operational improvements
High level of systems expertise across investor platforms, CRM, and reporting tools
Experience with Intralinks, eFront, Dynamics 365, and strong Excel proficiency