Job Description:

The Investor Relations team is dedicated to delivering a best-in-class investor experience across evergreen, open, and closed-end private market funds, with a focus on both institutional and private wealth investors as well as intermediaries

This newly created VP, Investor Relations Manager position will play a pivotal role by supporting our continued growth in the Intermediary and evergreen fund space and serve as a resource to various internal business groups, investors, intermediary partners and third-party service providers. The role emphasizes operational excellence, process improvement, and collaboration, particularly in onboarding, transfers, and managing relationships with intermediaries.

This position will also focus on streamlining processes, ensuring alignment between internal teams (Investor Relations, Sales, and Operations), and overseeing key initiatives to enhance the intermediary experience.

Responsibilities:

• Oversee onboarding and transfers for investors in evergreen and closed-end private equity funds, working with prospective and current institutional and private wealth investors, consultants and distribution agents to ensure accurate completion of subscription documents, collection of proper documentation for transactions and adherence to deadlines.
• Assist in the management of fund administrator relationships, focusing on investor services and data integrations, and creating and maintaining workflows to support various fund structures and distribution partnerships.
• Collaborate with sales teams to support key intermediary partnerships from the initial fund launch and throughout the lifecycle.  This may include subscription platform set-up and testing, running onboarding calls, providing key onboarding metrics, and on-going relationship management.
• Understand the Firm’s Private Fund offerings in order to effectively deliver superior client service
• Oversee the launch of new products across the various subscription platforms and manage on-going maintenance
• Produce and deliver key metrics, summaries, and updates for upper management, including statistics on onboarding efficiency, intermediary relationships, and product launches.
• Oversee group mailboxes utilized for communication with both internal groups and external investors/counterparties
• Manage existing client account maintenance, re-registrations, 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

Qualifications:

• Minimum of 8 years of financial services experience, preferably managing a client service team and working with intermediaries
• Bachelor's degree or equivalent experience
• Strong knowledge of private markets, including both open and closed-end funds
• Familiar with intermediary platforms such as Charles Schwab, Fidelity and/or Pershing is a plus
• Experience working with tools like FrontInvest or eFront Invest is a strong plus
• Ability to manage key financial partners in a professional manner
• Excellent communication and organizational skills, with the ability to handle multiple priorities and deadlines
• Strong knowledge of Excel and PowerPoint, ability to produce metrics, summaries, and reports

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