Assistant Manager

Investor Relations (6–8 Years Experience)

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