Lead communications at senior levels with client personnel and investment professionals.
Strive to provide best in class service to our clients while always seeking ways to improve and automate workflow and processes.
Oversee the supervision of officer and associate level staff and foster a culture of continuous improvement.
Participate and lead projects across the department, in particular those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service.
Make sure all client deliverables are being met and all procedures and quality controls are being adhered to.
Identify and participate in system development needs, testing, and procedural improvements.
Effectively delegate and reallocate resources when needed.
Skills & Experience
Bachelor's degree in Accounting or Finance
Experience with alternative investment asset classes or Private Equity desired
At least 7 years of relevant experience in Financial Services Industry
Investran experience is preferred
Highly effective communication and time management skills.
