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