Bulge Bracket Investment Banks

Posted 3 days ago

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**Executive Director – Alternative Funds Investor Relations** leads end-to-end service delivery for Alternative Funds in Brooklyn, NY, reporting to the Global Head of Transfer Agency Operations. Responsible for deal execution, cash and settlement oversight, reporting, and query management. Directs a domestic team of 30-60+ to deliver consistent, accurate outputs across time zones and client segments. Enhances client experience and drives continuous improvement through AI-enabled capabilities and automation. Ideal candidate boasts 7+ years leading multi-location, high-volume operational teams, strong alternative funds expertise, and proven track record executing complex operational change.

Compensation: Not specified
City: Brooklyn
Country: United States

Full Job Description

Location: Brooklyn, NY, United States

As Executive Director for Alternative Funds Investor Relations within Fund Services Operations, you will report to the Global Head of Transfer Agency Operations and lead end-to-end Investor Relations service delivery for Alternative Funds. You will be accountable for deal execution oversight, cash and settlement oversight, investor/client reporting, and query management.

You will lead a domestic team based in New York, ensuring timely, accurate, and well-controlled delivery while advancing a modern, scalable operating model. In close partnership with Product, Product Development, and Technology, you will execute the operating strategy, enhance the client experience, and drive continuous improvementparticularly through AI-enabled capabilities and automation.

Job Responsibilities:

Own service delivery and operating performance for Alternative Funds Investor Relations, ensuring consistent execution across locations, time zones, and client segments.
Accountable for production outcomes: deliver all investor/client outputs on time, complete, accurate, and controlled (including reporting packs, statements, notices, and data-driven deliverables as applicable).
Lead daily operations across critical workflows, including dealing support, cash processes, settlement coordination, reconciliations/exception management, and investor query intake-to-resolution.
Strengthen risk management and controls: ensure robust governance, escalation, documentation, and audit readiness; reduce operational risk through standardization and preventative controls.
Define and execute the target operating model (TOM): optimize process design, roles, SLAs/KPIs, coverage, and location strategy to improve resilience and scalability.
Deliver transformation with Product/Tech: translate strategy into operational requirements, influence roadmaps, and lead implementation of new capabilities (workflow, data, reporting, client channels).
Champion continuous improvement and AI adoption: identify high-impact opportunities for automation, intelligent triage, exception prediction, and content generationwhile ensuring appropriate controls and measurable benefits.
Develop leaders and talent: build a high-performing, client-centric culture; coach managers, manage performance, and create clear development pathways.
Own metrics and management reporting: implement a KPI/OKR framework across timeliness, accuracy, query cycle time, breaks/aging, risk events, capacity, and client outcomes.

Required Qualifications, Capabilities, and Skills:

Proven senior leadership experience (7+ years) running multi-location, high-volume operational teams (c. 30 60+ headcount) with accountability for SLAs and risk outcomes.
Strong domain expertise in fund services / transfer agency/ investor relations, with depth across alternatives operating models and investor/client servicing expectations.
Demonstrated ability to execute complex change across operations, product, and technologyturning strategy into shipped improvements and measurable results.
Excellent stakeholder management skills; ability to influence at senior levels and align cross-functional partners to outcomes.
Strong command of operational risk and control disciplines (governance, issue management, remediation, audit/regulatory readiness).
Data-driven operator: able to build performance transparency, diagnose root causes, and drive sustained improvements.

Required Qualifications, Capabilities, and Skills:

Experience modernizing Investor Relations service delivery through workflow digitization, data standardization, and reporting/platform enhancements.
Demonstrated delivery of AI-enabled operations improvements (e.g., intelligent case routing, exception analytics, automated client responses, document/report automation) with clear control frameworks.
Experience supporting global alternatives products (e.g., private equity, private credit, real assets, hedge funds) and related lifecycle events.

Executive Director leading Alt Funds Investor Relations Ops in NY; own delivery, controls, transformation, and AI-led automation.

Full Job Description

Location: Brooklyn, NY, United States

Job Responsibilities:

Own service delivery and operating performance for Alternative Funds Investor Relations, ensuring consistent execution across locations, time zones, and client segments.
Accountable for production outcomes: deliver all investor/client outputs on time, complete, accurate, and controlled (including reporting packs, statements, notices, and data-driven deliverables as applicable).
Lead daily operations across critical workflows, including dealing support, cash processes, settlement coordination, reconciliations/exception management, and investor query intake-to-resolution.
Strengthen risk management and controls: ensure robust governance, escalation, documentation, and audit readiness; reduce operational risk through standardization and preventative controls.
Define and execute the target operating model (TOM): optimize process design, roles, SLAs/KPIs, coverage, and location strategy to improve resilience and scalability.
Deliver transformation with Product/Tech: translate strategy into operational requirements, influence roadmaps, and lead implementation of new capabilities (workflow, data, reporting, client channels).
Champion continuous improvement and AI adoption: identify high-impact opportunities for automation, intelligent triage, exception prediction, and content generationwhile ensuring appropriate controls and measurable benefits.
Develop leaders and talent: build a high-performing, client-centric culture; coach managers, manage performance, and create clear development pathways.
Own metrics and management reporting: implement a KPI/OKR framework across timeliness, accuracy, query cycle time, breaks/aging, risk events, capacity, and client outcomes.

Required Qualifications, Capabilities, and Skills:

Proven senior leadership experience (7+ years) running multi-location, high-volume operational teams (c. 30 60+ headcount) with accountability for SLAs and risk outcomes.
Strong domain expertise in fund services / transfer agency/ investor relations, with depth across alternatives operating models and investor/client servicing expectations.
Demonstrated ability to execute complex change across operations, product, and technologyturning strategy into shipped improvements and measurable results.
Excellent stakeholder management skills; ability to influence at senior levels and align cross-functional partners to outcomes.
Strong command of operational risk and control disciplines (governance, issue management, remediation, audit/regulatory readiness).
Data-driven operator: able to build performance transparency, diagnose root causes, and drive sustained improvements.

Required Qualifications, Capabilities, and Skills:

Experience modernizing Investor Relations service delivery through workflow digitization, data standardization, and reporting/platform enhancements.
Demonstrated delivery of AI-enabled operations improvements (e.g., intelligent case routing, exception analytics, automated client responses, document/report automation) with clear control frameworks.
Experience supporting global alternatives products (e.g., private equity, private credit, real assets, hedge funds) and related lifecycle events.

Executive Director leading Alt Funds Investor Relations Ops in NY; own delivery, controls, transformation, and AI-led automation.

Executive Director – Alternative Funds Investor Relations

Full Job Description

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Full Job Description

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