Servicing Investor Relations Manager
New
Based in the United StatesFull-TimeManager
Salary100,000 - 115,000 USD per year
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Job Details
- Experience
- 4–6 years
- Required Skills
- Project ManagementStakeholder management
Requirements
- 4–6 years of experience in investor relations, loan servicing operations, capital markets operations, or related financial services roles.
- Strong understanding of loan servicing structures, investor reporting requirements, and operational workflows.
- Proven experience managing SLAs, deadlines, and high-volume operational processes in a structured environment.
- Excellent organizational skills with strong attention to detail and ability to manage multiple priorities simultaneously.
- Demonstrated ability to coordinate across cross-functional teams and external stakeholders.
- Strong analytical mindset with experience identifying process gaps and driving operational improvements.
- Excellent written and verbal communication skills with the ability to engage internal leadership and external partners.
- Experience working with capital markets, legal, or institutional investors is highly preferred.
- Bachelor’s degree in Business, Finance, or a related field preferred.
Responsibilities
- Oversee daily Investor Relations servicing operations, including investor reporting, inbound requests, servicing transfers, and ad hoc inquiries, ensuring timely and accurate execution.
- Lead, coach, and manage the IR operations team by setting expectations, monitoring performance, and ensuring accountability to deadlines and quality standards.
- Maintain and manage centralized tracking systems, reporting calendars, and workflow tools to ensure full visibility and execution of all deliverables.
- Coordinate cross-functionally with Servicing, Capital Markets, Legal, and external partners to resolve investor requests and ensure accurate communication.
- Monitor SLA adherence, identify operational risks or delays, and implement corrective actions to maintain service quality and reliability.
- Support servicing transfer processes and ensure compliance with contractual, regulatory, and investor requirements.
- Prepare reporting summaries, operational updates, and materials to support senior leadership and investor discussions.
- Continuously identify and implement process improvements to enhance efficiency, accuracy, and scalability of IR operations.
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