Assistant Manager, Investor Services

Job Summary

Assistant Manager, Investor Services is a full-time remote position responsible for training and leading a team of investor services generalists, ensuring timely and accurate deliverables for clients.

Key Responsibilities

• Hire, train, and lead a team of investor service generalists across various activities including payments, onboarding, and compliance
• Handle escalations and improve customer satisfaction while ensuring prompt and accurate handling of requests
• Review team deliverables for accuracy and identify areas for process improvement

Required Qualifications

• 4+ years of experience in investor services
• 1+ years of people management experience
• Experience with treasury, LP onboarding, compliance (KYC/AML), and investor reporting
• Detail-oriented with strong project management skills
• Fluent in English with experience in training and coaching junior team members