Director - Investor Services

Gen 2 Careers•New York, NY

1d•$160,000 - $180,000•Hybrid

About The Position

Investor Services Director Who is Gen II? Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration. With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives. Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being. www.gen2fund.com Job Description: The Investor Services Director is an integral individual within the Gen II operations team. The role requires meticulous attention to detail, as well as strong time management and organizational skills that thrive in a fast-paced, deadline driven environment. The candidate will primarily be responsible for providing Investor Services functions to the Gen II sponsors and client service teams.

Requirements

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.
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.

Nice To Haves

Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus.
Allvue CRM experience a plus.

Responsibilities

Implement guidelines & best practices surrounding contact & coordination of all client deliverables.
Collaborate internally/externally to produce tactical & strategic roadmap to enhance client & investor experience.
Establish and maintain open channels of communication with all client services teams & Principals to support best in class service.
Partner with Gen II technology to Identify and deploy centralized workflow system.
Host monthly information sessions with internal stakeholders to promote best practices and facilitate the execution of op-model changes.
Host client calls on a regular cadence while effectively addressing client concerns and escalated Issues.
Identify solutions & implement op-model changes to reduce cycle time on client requests & reporting, while continuing to operate with a low-risk appetite.
Implement & maintain staff heat map to facilitate cross training and reduce key person risk.
Ensure Investor Relations team is managed effectively and adheres to all client service level Agreements.
Perform additional duties as needed to ensure all client deliverables are met.
Supervision, training and evaluation of associates, supervisors, and managers.
Operate in a deadline driven, high volume and constantly changing environment.
Participate in and lead special projects.
Ensure deliverables are executed in line with Gen II best practices, policies and procedures.
Ensure overtime is based on business needs.