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1 result for Lean Portfolio Manager in Los Angeles, CA
- Glendale, CA
- onsite
- Temporary
- 55 - 60 USD / Hourly
- <p>We are looking for an experienced Manager of Investor Services to join our team in Glendale, California. In this long-term contract role, you will oversee critical investor services operations, ensuring seamless communication and collaboration with key stakeholders. This position offers the opportunity to work on high-impact projects and contribute to the organization’s investor relations and financial reporting efforts.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the Investor Services team, ensuring effective execution of stakeholder initiatives and communications.</p><p>• Manage and coordinate company news releases, ensuring timely distribution to internal and external parties.</p><p>• Collaborate with finance, accounting, and legal teams to oversee quarterly distributions, security issuance, and redemptions.</p><p>• Serve as the primary point of contact for retail shareholders, addressing inquiries related to company filings, tax documentation, ownership transfers, and Forms 1099.</p><p>• Administer limited partnership activities, including distribution processing, tax statement preparation, consent solicitation, and tender offers.</p><p>• Assist in the preparation of Annual Reports, Proxy Statements, and organization of Annual Shareholder meetings.</p><p>• Maintain relationships with external entities such as the New York Stock Exchange, transfer agents, financial printers, and news release providers.</p><p>• Oversee administrative tasks for the Investor Services team, including contract management, invoice processing, and website updates.</p><p>• Support the executive team and Board of Trustees by executing special projects and preparing detailed reports.</p><p>• Drive operational excellence within the Investor Services team, ensuring adherence to deadlines and high-quality deliverables.</p>
- 2026-03-16T00:00:00Z