Job ID: 02489

Our client, a highly successful 10B alternative asset manager is seeking a Client Service Manager to join their Investor Relations team and help deliver and build long-term business relationships and contribute to a client-centered environment that delivers high-quality services and reporting for high net worth private fund investors. This position is based in New York, NY.

About the Job:

Manage daily tasks and activities for a team composed of three
Oversee investor onboarding for private funds (with a concentration on high-net-worth investors) including: processing of subscription documents, data entry and reconciliation, custodian approvals, AML and FATCA compliance, ERISA monitoring and other compliance related objectives, SEC and Blue Sky filings, communication with new investors
Manage communications to private fund investors, including investment reporting and other communications and oversight of investor web portal
Ensure quality control and change control and liaise with other internal departments
Create internal reports
Oversee launch of investor web portal
Monitor and oversee CRM software
Oversee transfers of interest
Respond to client inquiries and interact with outside parties
Produce quarterly webcast presentations

About You:

3-12 years in Investor Relations, Client Services or other relevant subject area
Meaningful relevant experience in similar business is strongly desired (private equity/leveraged finance/hedge fund
Strong understanding of the asset management business
Strong project skills
Strong proficiency in Microsoft Office
SalesLogix and TheNextRound is a plus
Exceptional communication skills; able to communicate with internal and external business partners at all levels
Proactive approach, motivated self-starter and ability to manage multiple tasks simultaneously in a fast-paced environment
Team player with a creative approach to problem-solving

Please forward qualified resumes to suzanne@colemancompany.net and reference Job ID: 02489