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Investor Services Team Lead
2 months ago
A leading direct lender and credit asset manager is seeking a Senior Associate to join their growing Investor Communications Department. The role involves managing investor onboarding and account maintenance, leading calls with legal partners, and providing guidance and training to the team.
Key responsibilities include oversight of a team of 4, the handling of legal documentation, driving critical projects, overseeing team deliverables, and maintaining accurate CRM records.
The ideal candidate has 6+ years of relevant experience, strong leadership skills, and a meticulous attention to detail. Proficiency in MS Office is required; knowledge of Microsoft Dynamics is a plus. A Bachelor's degree is required.
Comprehensive benefit package includes 4 weeks PTO, covered premiums for health, vision, dental, offer a flexible work environment that is 3x week in office, located walking distance from the Union/Ogilvy.
