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Investor Services Director – Boston, MA

The Investor Services Director is an important and integral part of the Gen II operations team. It requires thorough attention to detail and precise work in a fast-paced, deadline-driven environment. The candidate will primarily be responsible for overseeing deliverables of the Investor Services functions to the Gen II client teams as well as the overall management of the Investor Services team.

Primary Responsibilities Include:

· Oversee the processing and dissemination of investor correspondence (capital call, distribution, partner capital statement and other sponsor communications) across various investor portal platforms

· Liaise with the client service team to ensure efficient and excellent client service experience for Gen II’s sponsors

· Manage a team of Investor Services professionals to ensure all deliverables are completed in a timely manner

· Review and process investor documentation (subscription documents, partner transfers, name changes, contact, and wire instruction updates)

· Ensure the day-to-day maintenance of investor records across multiple internal and external systems are accurately kept up to date

· Participate in and lead special projects

· Ensure deliverables are executed in line with Gen II best practices, policies, and procedures

· Review Investor Service processes and policies and identify improvements for efficiency and controls.

 

Job Requirements, Skills, Education, and Experience:

· Bachelor’s degree in Business Administration (concentrations in Accounting, Finance or Economics a plus)

· 10+ years’ experience in the financial services industry

· Private Equity or Hedge Fund Investor Services background

· Experience with Investor Portals (specifically Intralinks/Investment Café/SunGard DX)

· Strong management traits

· Demonstrate strong customer service/client relationship skills

· Ability to manage multiple tasks and projects with differing deadlines

· Impeccable attention to details

· Excellent verbal and written communications