Associate, Shareholder Services

About the role

Position Information Hiring Manager: Vice President Department: Investor Communications Department Overview The Investor Communications Department ("IC") supports the Firm's capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives. Position Responsibilities The Associate will join the Shareholder Services ("SS") Team within the Firm's growing IC Department which serves as a key point of contact to the Firm's investor base. This role requires a motivated and proactive individual with strong attention to detail to manage tight reporting deadlines. Responsibilities include but are not limited to: Facilitating the processing of new investor subscriptions, redemptions and transfers of interest by the Firm's third-party transfer agent. This responsibility includes the coordination of communication between internal teams and high net worth individuals / wealth managers / wirehouse operations groups Relationship manager for assigned Wirehouse, RIA and Broker-Dealer operational contacts ensuring effective partnership and issue resolution Providing timely responses to client inquiries and interacting with external third parties to support investor needs Maintaining daily communications with internal teams to support ongoing operations and manage day-to-day and ad-hoc activity Liaising with internal departments including BDC Fund Accounting, Tax, Legal, and the Investor Partners Group Leading or supporting strategic initiatives, including onboarding new wirehouse clients, delivering custom reporting solutions and implementing onboarding platform integrations Partnering closely with the Technology Solutions Team to drive system enhancements and process improvements Engaging closely with third-party onboarding vendors and transfer agents to navigate, streamline and optimize operational workflows Ad-hoc IC initiatives and projects Candidate Requirements Qualifications & Experience: Bachelor's degree required 3+ years of related experience, ideally at a wealth manager, custodian or asset manager with focus on alternative investments and retail products Demonstrated ability to meet deliverables, learn quickly and independently and improve processes Meticulous attention to detail and accuracy Proficient in MS Office products, specifically Word and Excel Technical skills and financial background a strong plus Knowledge of Microsoft Dynamics CRM a plus Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Investor Data Governance: Follows appropriate policies and procedures to enter