Vice President, Investor Relations
Core
Leading investor servicing initiatives for Brookfield and Oaktree's perpetual alternative investment product suite, serving as a senior point of contact for wealth advisors and clients.
Role type
Vice President, Investor Relations (Perpetual Products)
Builds
Scalable, best-in-class investor servicing protocols and processes for non-traded REITs, BDCs, interval funds, and other evergreen private market strategies.
Domain
Private Wealth / Alternative Investments / Perpetual Funds
Deliverable
client delivery
Required skills
Leading and mentoring junior team members, managing complex multi-stakeholder initiatives, deep knowledge of perpetual and evergreen alternative investment structures, overseeing third-party service providers (transfer agents, administrators, custodians), driving process improvement and operational excellence, collaborating cross-functionally with distribution, legal, compliance, and technology teams.
Preferred skills
CPA, CA, CFA, CAIA designation, experience with drawdown fund structures, experience with investor servicing platforms.
Technologies
investor servicing platforms, NAV delivery systems, ad hoc reporting tools
Responsibilities
Lead end-to-end investor servicing for the perpetual product suite, manage escalations and resolve complex investor inquiries, develop and improve scalable investor servicing protocols, partner cross-functionally to drive seamless execution, lead and mentor junior team members, oversee relationships with third-party service providers, direct investor communication processes including NAV delivery and reporting, identify operational gaps and drive process improvements, collaborate on investor-facing materials and strategic planning for global scaling.
Seniority
Senior, hands-on IC with leadership responsibilities