Investor Services, Vice President

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Summary

Looking for a Vice President to join the Investor Services team!


Company Information:

Investment firm.


Job Description:

• Lead the Investor Services efforts to improve the client experience
• Assist with onboarding funds at various third party service providers and distribution platforms
• Support Investor Services Team with upcoming projects & initiatives
• Assist with creating management reporting
• Project manage Real Estate Income fund initiatives


Requirements / Qualifications:

• 5 to 12 years of financial industry experience
• Ability to work efficiently in a deadline driven environment
• Highly driven and proactive with the ability to take initiative
• Able to manage multiple projects simultaneously
• Series 7 & 66 Licenses

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