<p><strong>Overview</strong></p><p>The Vice President of Investor Relations – Transfer Agency will play a key leadership role within the Alternative Investment Services (AIS) division, supporting the delivery of investor relations services to clients across hedge funds, private equity, and fund-of-funds. This position requires a strong background in investor relations operations, regulatory compliance, and alternative investment structures, with a focus on client service excellence, process optimization, and risk mitigation.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary contact for a portfolio of clients and their investors, managing all inquiries and ensuring timely, accurate resolution.</li><li>Build and maintain strong relationships with clients, investors, internal AIS teams, and cross-functional business partners.</li><li>Oversee transactional workflows including investor subscriptions, redemptions, transfers, and documentation review (including KYC/AML).</li><li>Conduct completeness and quality assurance reviews of investor activity and fund changes.</li><li>Partner across the Investor Relations and AIS departments to ensure all processes align with internal risk management and compliance standards.</li><li>Support and execute system implementations, data migrations, and change management initiatives.</li><li>Contribute to re-engineering efforts to improve accuracy, efficiency, and scalability of investor relations operations.</li><li>Coach and mentor junior team members to support professional growth and team performance.</li><li>Collaborate with global offices to promote a “follow-the-sun” service model and maintain consistent standards of excellence.</li><li>Produce and analyze management information reports (MIS/KPIs) to support strategic decision-making.</li><li>Drive documentation of processes and ensure timely, effective delivery of services across departments.</li></ul><p><br></p>

<p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree preferred.</li><li>Extensive experience in alternative investment servicing, with expertise in investor relations, fund operations, and regulatory practices.</li><li>Strong technical knowledge of hedge fund operations, products, asset classes, and fund structures.</li><li>Proven success managing teams and delivering results within a matrixed organization.</li><li>Demonstrated ability to prioritize competing demands and meet deadlines with accuracy and attention to detail.</li><li>Sound understanding of the regulatory framework governing investment management and investor servicing.</li><li>Exceptional written and verbal communication skills; capable of interacting effectively with senior executives and clients.</li><li>Advanced proficiency in Microsoft Office (Word, Excel, Access, Visio, Outlook).</li><li>Experience with SQL and project management software (e.g., MS Project) is advantageous.</li><li>Familiarity with hedge fund accounting or investor relations systems is strongly preferred.</li></ul><p><strong>Core Competencies</strong></p><ul><li><strong>Analytical Thinking:</strong> Identifies and solves complex problems through a systematic approach.</li><li><strong>Operational Efficiency:</strong> Manages time and resources effectively; eliminates redundancies and streamlines workflows.</li><li><strong>Leadership:</strong> Provides direction, feedback, and mentorship to foster team performance and accountability.</li><li><strong>Execution:</strong> Sets clear goals, tracks progress, and ensures timely completion of deliverables.</li><li><strong>Innovation:</strong> Identifies opportunities for process improvement and champions creative solutions.</li><li><strong>Influence:</strong> Builds alignment and drives collaboration across teams and geographies.</li><li><strong>Global Mindset:</strong> Adapts approaches to different cultural and regulatory environments.</li></ul><p><strong>Additional Information</strong></p><ul><li>Extended hours or weekend work may be required during peak cycles such as month-end, year-end, or new system implementations.</li><li>Flexibility is required to meet global operational needs.</li></ul><p><br></p>

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