- Hire, train and lead a team of investor service generalists
- Oversee Treasury and Services activities including distribution/redemption payments and contribution reconciliation
- Manage LP onboarding, compliance (KYC/AML), investor reporting, and communications
- Handle escalations and improve customer satisfaction
- Review team staffing and project boards to ensure timely delivery
- Review team deliverables for accuracy
- Identify and implement process improvements
- Build systems to track team and customer data
Project ManagementPeople Management