Vice President of Investor Operations

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Miami, United States Selby Jennings Full time

Job Opportunity

A leading middle market credit platform is seeking a Vice President of Investor Operations to support the Head of Investor Relations.


Job Responsibilities:

  • Assist in the preparation and distribution of investor communications, including quarterly reports, statements, and other materials.
  • Manage investor inquiries and requests, providing timely and accurate responses and maintaining detailed records of all interactions.
  • Coordinate investor onboarding and account maintenance processes, ensuring compliance with regulatory requirements and internal policies.
  • Support the organization of investor meetings, conferences, and events, both virtual and in-person, including logistics, scheduling, and attendee management.
  • Assist in the preparation of marketing materials and due diligence documentation for fundraising efforts.
  • Collaborate with finance and accounting teams to reconcile investor accounts, track capital contributions and distributions, and ensure accurate reporting.
  • Monitor industry trends and best practices in investor relations operations and recommend process improvements and enhancements.


Job Qualifications

  • Bachelor's degree in finance, business, or a related field; relevant internship or work experience preferred.
  • Strong organizational and multitasking skills, with the ability to manage multiple priorities and deadlines effectively.
  • Excellent communication and interpersonal skills, with a customer service-oriented mindset.
  • Proficiency in Microsoft Office suite (Word, Excel, PowerPoint) and familiarity with investor relations software platforms is a plus.
  • Knowledge of regulatory requirements and reporting standards applicable to private credit or alternative investments is desirable.
  • Ability to work collaboratively in a team environment while also being proactive and self-motivated.

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