Role Overview:
Seeking a results-driven Fund Management Team Lead to oversee alternative investment operations, drive process efficiency, and ensure the accuracy and integrity of investor reporting. This leadership role combines hands-on operational expertise with team management, process improvement, and stakeholder engagement across multiple investment product lines.
Key Responsibilities:
- Oversee and validate alternative investment transactions, including subscriptions, redemptions, and transfers.
- Aggregate, analyze, and normalize complex hedge fund and private equity investor data.
- Prepare daily, monthly, and quarterly reporting files for client reporting systems, ensuring data integrity.
- Liaise with custodians, third-party administrators, and other vendors to resolve issues and implement scalable solutions.
- Partner with technology teams to streamline workflows, automate processes, and enhance operational efficiency across products.
- Develop, implement, and maintain standard operating procedures to ensure timely and high-quality deliverables.
- Lead, coach, and mentor team members; monitor performance against KPIs and drive continuous improvement.
- Conduct auditing, root cause analysis, and process optimization to uphold service excellence.
- Support hiring, training, and onboarding of new team members.
- Provide management reports and insights for senior stakeholders.
Qualifications:
- Bachelor's degree in Economics, Finance, or related field.
- 5+ years in financial services with experience in alternative investments or capital markets.
- 3+ years in a supervisory or team lead capacity.
- Advanced proficiency in Microsoft Excel (VLOOKUP, PivotTables, VBA, Macros).
- Strong organizational, multitasking, and time management skills.
- Self-motivated, detail-oriented, and able to manage competing priorities in a fast-paced environment.
- Excellent written and verbal English communication skills.
