Institutional Equity Division – Director, Fund Services Investor Experience (New York/Purchase)
Core
Shape and execute strategies to improve the end-to-end investor journey, service quality, and efficiency for hedge funds, private equity funds, and large family offices.
Role type
Director, Investor Experience (Fund Services)
Builds
Investor experience initiatives, data-driven insights, and streamlined servicing workflows for alternative asset investors.
Domain
Financial Services / Fund Administration / Investor Relations
Deliverable
dashboards & analysis
Required skills
Investor Services, Fund Administration, data analysis, project management, strategic execution, relationship management, regulatory knowledge (AML/FATCA), stakeholder collaboration
Preferred skills
AI and generative AI tools application, data visualization, business intelligence
Technologies
Excel, BI tools, analytical tools
Responsibilities
Develop and execute Investor Experience strategy; maintain data-driven understanding of investor population; build and manage Investor Experience metrics and dashboards; analyze large complex data sets; execute targeted initiatives by investor type; collaborate across AML, Tax, Operations, and Technology teams; coordinate cross-functional projects from concept to implementation; provide hands-on support for complex investor matters.
Seniority
Director, strategic leadership with hands-on execution