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Manager Investor Services Jobs

Fund Services - Investor Services Representative Associate
By Morgan Stanley At , Purchase
Keeping line management appraised of operational issues in a timely manner
Produce Management Information Systems (MIS) and other internal operational reports that assist in the effective operation of the team
Ensuring that line management are made aware of any issues in a timely manner
Highlighting resource constraints to line management
A detailed knowledge of the offering documentation for the funds being serviced
Providing day-to-day Investor services to both the Fund Manager and the investors in the fund
Senior Risk Manager, Investor Services
By Brown Brothers Harriman At , Boston
Experience in Operations/ Internal and/or External Audit / Compliance / Risk Management
Fostering a culture of risk transparency, regulatory risk awareness and appropriate risk escalation to the senior management team.
Ability to articulate risk management policies and methodologies
A minimum of 10 years relevant industry experience is required, with a minimum 7 years of risk and control focus.
Strong written and verbal communication skills in English language including presentations
Strong interpersonal, relationship and negotiation skills
Fund Services - Investor Services Representative Associate
By Morgan Stanley At , New York, 10036
Keeping line management appraised of operational issues in a timely manner
Produce Management Information Systems (MIS) and other internal operational reports that assist in the effective operation of the team
Ensuring that line management are made aware of any issues in a timely manner
Highlighting resource constraints to line management
A detailed knowledge of the offering documentation for the funds being serviced
Providing day-to-day Investor services to both the Fund Manager and the investors in the fund
Investor Services Coordinator Jobs
By Roark Capital At Atlanta, GA, United States
Keen attention to detail with superior organization and time management skills
Experience working with an asset management firm a plus
Manage investor contacts in multiple CRM systems
Manage investors’ access to online investor portal
Excellent verbal, written, and interpersonal communication skills and ability to interact with senior leadership
Proficiency in Microsoft Office and experience working in CRM systems a plus
Investor Services Jobs
By Atlantic Group At New York, NY, United States
Partner with product management and investment teams to market funds and firm strategies
Manage investor requests for information as part of the fundraising process
Develop a strong knowledge of the firm’s strategies, investment approach and operational/support functions to effectively respond to prospective investor requests
Create fundraising materials including client presentations that incorporate investment analytics
Review extensive data and synthesize into concise and relevant points
Write tailored, persuasive, and high-quality responses to RFPs to support the firm’s global fundraising effort
Investor Partnerships Manager Jobs
By New Story At New York, NY, United States
5-10 years of successful capital raising experience. Securing 7 figure investments is commonplace for you.
Strong acumen in corporate finance and analysis.
Excellent written and oral communication skills.
Understanding of impact strategies driving market systems change, financial inclusion, affordable housing opportunities.
Ability to build relationships and make connections that will drive funding opportunities.
Ability to inspire and hold accountable diverse internal and external stakeholders.
Associate Manager, Global Investor Services
By Prudential Financial At New York, NY, United States
Excellent writing and project management skills
Coordinate responses to client requests across Portfolio Management, Business Development, Marketing, Communications, Investor Services and other functional groups
Assist with a variety of special projects and requests for Senior Management.
Track, oversee and validate the third-party administrator’s quarterly key performance indicator (KPI) for Senior Management reporting
About PGIM – Global Asset Management
Manage investor onboarding with Business Development, Legal, Compliance and the Investor
Investor Jobs
By Voyager Ventures At San Francisco, CA, United States

About Voyager Built on 32 years of climate technology experience, invests in exceptional technology companies creating the foundations of a new, decarbonized economy. We are a team of experienced ...

Director - Investor Services - Asset Management
By Dimensions HRD Consultants At New York, NY, United States
Build-out of a growing team - professional development, talent management
Day-to-day management of the team's deliverables:
Investor Onboarding & Lifecycle Management
Develop Controls, KPIs, Dashboards, SLAs for oversight & management of function
Support Risk Management process for Investor Services
Liaise with Marketing, Finance, Legal, external Admins, and other teams to align end-to-end processes
Intermediate Representative, Investor Services Operations
By BNY Mellon At , Wilmington, 19807, De
In this role, you’ll make an impact in the following ways:
To be successful in this role, we’re seeking the following:
Best Places to Work for Disability Inclusion , Disability:
Senior Manager, Investor Communications
By Upstream USA At United States
Experience, Knowledge, Skills, And Abilities
Exceptional project management ability with skills in managing up and sideways on multiple competing and evolving priorities
7+ years of experience writing, editing, producing content and materials, preferably with experience supporting fundraisers, and/or donor stewardship functions
Experience in graphic design and content design is preferred, and/or experience in partnering with graphic/design contractors
Demonstrated ability to work and cultivate relationships across a variety of stakeholders, communities, and levels to ensure mission alignment
Demonstrated ability to operate with a high degree of urgency, self-motivation, focus on goals and commitment to high-quality work
Investor Services Representative Ii - Remote Work Opportunity
By Phoenix American Inc At , San Rafael, 94901, Ca
Begin to act as a liaison between our operations and end user managers
Professional oral and written communication skills
Strong analytical and problem solving skill
Financial and/or service experience preferred
Responsible for overflow inbound calls for multiple fund clients
Processes or escalates 2nd level requests received as necessary
Us Economist, Macro And Investor Services
By Oxford Economics At , New York, 10004, Ny $90,000 - $120,000 a year
Three to four years of experience as a macroeconomist covering an aspect of the US economy.
Help develop Oxford Economics’ presence in the US markets and providing client support.
Supporting the Chief Economist and Lead Economists
Providing media commentary as requested on macroeconomic themes.
A degree in economics, preferably at postgraduate level and with a superb academic record.
Excellent written and verbal communication, with the ability to explain economic concepts to a diverse audience, including non-specialists.

Are you looking for an exciting opportunity to join a fast-growing financial services firm? We are seeking a Manager of Investor Services to join our team and help us provide exceptional customer service to our clients. In this role, you will be responsible for managing client relationships, developing and implementing strategies to improve client satisfaction, and providing guidance and support to our team of Investor Services professionals. If you have a passion for finance and a commitment to excellence, this could be the perfect job for you!

Overview:

Manager Investor Services is responsible for providing customer service and support to investors, managing investor relations, and ensuring compliance with applicable regulations. The Manager Investor Services is responsible for developing and maintaining relationships with investors, providing timely and accurate information, and ensuring that all investor inquiries are handled in a professional and timely manner.

Detailed Job Description:

The Manager Investor Services is responsible for providing customer service and support to investors, managing investor relations, and ensuring compliance with applicable regulations. The Manager Investor Services will be responsible for developing and maintaining relationships with investors, providing timely and accurate information, and ensuring that all investor inquiries are handled in a professional and timely manner. The Manager Investor Services will also be responsible for developing and implementing investor relations strategies, managing investor communications, and providing support to the sales and marketing teams.

What is Manager Investor Services Job Skills Required?

• Excellent customer service and communication skills
• Knowledge of investor relations and compliance regulations
• Ability to develop and maintain relationships with investors
• Ability to provide timely and accurate information
• Ability to handle investor inquiries in a professional and timely manner
• Ability to develop and implement investor relations strategies
• Ability to manage investor communications
• Ability to provide support to the sales and marketing teams

What is Manager Investor Services Job Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• 5+ years of experience in investor relations or related field
• Knowledge of investor relations and compliance regulations
• Excellent customer service and communication skills
• Ability to develop and maintain relationships with investors
• Ability to provide timely and accurate information
• Ability to handle investor inquiries in a professional and timely manner
• Ability to develop and implement investor relations strategies
• Ability to manage investor communications
• Ability to provide support to the sales and marketing teams

What is Manager Investor Services Job Knowledge?

The Manager Investor Services should have a thorough understanding of investor relations and compliance regulations, as well as excellent customer service and communication skills. The Manager Investor Services should also have the ability to develop and maintain relationships with investors, provide timely and accurate information, and handle investor inquiries in a professional and timely manner.

What is Manager Investor Services Job Experience?

The Manager Investor Services should have at least 5 years of experience in investor relations or a related field.

What is Manager Investor Services Job Responsibilities?

• Provide customer service and support to investors
• Manage investor relations
• Ensure compliance with applicable regulations
• Develop and maintain relationships with investors
• Provide timely and