Vice President, Investor Relations
Core
Lead end-to-end investor servicing and operational excellence for Brookfield and Oaktree's perpetual alternative investment product suite (non-traded REITs, BDCs, interval funds) serving private wealth investors and financial advisors.
Role type
Senior Individual Contributor (VP level) Investor Relations / Investor Services
Builds
Scalable investor servicing protocols, operational processes, and client communication channels for perpetual private market strategies
Domain
Private Wealth / Alternative Investments / Perpetual Funds
Deliverable
Production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Perpetual fund structures expertise, investor servicing lifecycle management, cross-functional stakeholder leadership, third-party service provider management, operational process improvement, strategic planning for global scaling
Preferred skills
CPA, CA, CFA, CAIA designations, drawdown fund structure experience, transfer agent platform experience
Technologies
Investor servicing platforms, NAV delivery systems, fund administration tools
Responsibilities
Lead end-to-end investor servicing for perpetual product suite; Serve as senior point of contact for wealth advisors and clients; Own development of scalable investor servicing protocols; Partner cross-functionally with Distribution, Legal, Compliance, and Operations; Lead and mentor junior team members; Manage 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
Vice President, strategic leadership with hands-on operational oversight