About the job
As global specialists in private markets, we provide customized investment solutions, advisory services, and impactful, data-driven insights that empower the world’s investors. By harnessing our extensive platform and unparalleled intelligence across sectors, strategies, and geographies, we help our clients uncover the advantages and insights necessary for their success.
Position Summary
The Director of Investor Operations is a senior leadership position accountable for managing two pivotal functions that enhance the firm's global business development initiatives: (1) Investor Onboarding and Lifecycle Operations, and (2) Sales Data and Reporting. This role involves leading teams that facilitate a seamless investor onboarding experience for co-mingled funds and separately managed accounts, while also developing and scaling a centralized data and reporting capability that ensures consistent, accurate, and executive-ready sales insights across the organization. The Director will act as a vital collaborator with Business Development, Fund Accounting, Corporate Finance, Legal, Compliance, Technology, and external service providers, maintaining direct responsibility for executive reporting, closed sales tracking, and operational transparency that supports fundraising and distribution strategies.
Leadership & Team Management
- Directly lead, coach, and manage the performance of a team of 6+ professionals across two functional teams: the Investor Onboarding Team and the newly formed Sales Data & Reporting Team.
- Encourage a high-performance, collaborative culture focused on operational excellence, data integrity, and exceptional service to internal stakeholders.
- Oversee offshore and/or third-party resources as necessary, ensuring adequate supervision, controls, and adherence to service-level agreements.
Investor Onboarding & Lifecycle Operations
- Oversee the team responsible for all facets of investor onboarding, including subscriptions, AML/KYC review, documentation processing, account setup, and coordination with transfer agents, custodians, and administrators.
- Act as a senior escalation point for complex onboarding issues, investor inquiries, and cross-functional challenges.
- Collaborate with Product Management, Legal, and Compliance to design and implement onboarding processes that comply with regulatory, product, and jurisdictional standards.

