VP, Investor Operations

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Job Identification Number: 858

Location: New York, NY

Job Type: Direct Hire

Job Category: Financial Services

Qualified candidates, please attach resume when applying.


Our client, a leading asset management firm, is seeking a VP – Investor Operations in their New York office.

Primary Responsibilities:

This role is focused on building and managing the operational aspects of the firm’s expanding Client Service program, including investor onboarding, data management, internal reporting and management of a dedicated team.

  • Execute and Oversee Client Service Aspects of Fund Activity
  • Data Management and Internal Reporting
  • Develop and manage relationships with internal and external parties
  • Manage a team of dedicated resources
  • Analyze and address operational risks
  • Contribute to the development of the firm’s client service model, best practices and procedures
  • Other duties as assigned

Qualifications and Requirements:

  • Bachelor’s degree is required
  • 10+ years of experience in a relevant subject area
  • Experience in similar business is strongly desired
  • Knowledge of fund administration functions
  • Experience working within a CRM
  • Knowledge of private funds
  • Motivated individual with excellent written and verbal communication skills
  • Proactive approach to working with other team members and departments
  • Ability to manage tight deadlines