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
Enhanced investor onboarding and ongoing servicing workflows, data-driven insights, and scalable operational models.
Domain
Financial Services / Fund Administration / Alternative Investments
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, advanced Excel, data visualization, business intelligence
Technologies
Excel, BI tools, AI tools
Responsibilities
Develop and execute Investor Experience strategy; build data-driven understanding of investor population; create metrics and dashboards; lead cross-functional initiatives for specific investor segments; engage with key investor organizations; coordinate projects from concept to implementation; provide hands-on support for complex investor matters.
Seniority
Director, strategic leadership with hands-on execution