Director – Investor Services – Asset Management
Our client a a leading global alternative asset management company is seeking a dynamic, results-driven individual to join as Director Investor Services
POSITION OVERVIEW:
The Investor Services Director will build out a team that is currently in its infancy in Mumbai. The medium-term vision is to grow the team 50/50 in US/India, and s/he with their US counterparts will work towards building out a seamless, international team. This person will be joining a team whose mandate is continuing to grow, which will shortly cover (Private Equity, Real Assets, Credit, plus Employees as Investors). This person will be the day-to-day manager, with a special focus on governance over its processes and be a champion for data integrity. She/he will be an integral part of operationalizing and optimizing procedures, as well as improving the client experience.
PRIMARY RESPONSIBILITIES:
– Build-out of a growing team – professional development, talent management
– Day-to-day management of the team’s deliverables:
– Investor Onboarding & Lifecycle Management
– Investor Reporting & Delivery via Investor Portal
– Management Reporting
– Investor Inquiries
– Investor-related system administration (CRM, Portal)
– Develop/update Investor Services Procedures
– Develop Controls, KPIs, Dashboards, SLAs for oversight & management of function
– Work closely with US counterpart to optimize work across teams
– Champion strategic overhaul of the department; operationalize transformation projects into BAU processes
– Support Risk Management process for Investor Services
– Liaise with Marketing, Finance, Legal, external Admins, and other teams to align end-to-end processes
– Continuously assess processes & procedures for improvements & standardization