Investor Services Team Lead

Stamford, CT



  • Provide team oversight of mission-critical Investor Services processes to ensure responsibilities are met excellently, including escalating and trouble-shooting problems
  • Interface with internal department (e.g. Client Service, Legal) and external outsource providers to drive business solutions, initiatives and projects
  • Proactively identify problems and inefficiencies with various Investor Services processes and refine accordingly
  • Facilitate ongoing training, development and evaluation of team Associates over time to ensure a high level of cross-training and fungibility
  • Serve as thought partner and/or delegate to Investor Services supervisor to assist with various team management responsibilities







  • Bachelor’s degree, demonstrating a strong academic record from a competitive school
  • 7-12 years’ relevant experience in Investor Services, in a financial services setting (e.g. hedge fund, investment banking, hedge fund administration, private equity)
  • Demonstrated leadership abilities with strong sense of personal responsibility, ownership mentality, reliability, and results-orientation
  • Excellent ability to detect and trouble-shoot problems
  • Ability to design, streamline and oversee processes
  • Strong communication, interpersonal and customer service skills, including the ability to hold others accountable
  • Learning agility, and flexibility to keep up with what can be an uncertain and/or changing environment





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 3/6/2019
Salary $160,000- $200,000

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