Client Service Manager - Alternative Asset Manager

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

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