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The Global Investor Services group partners with Portfolio Management, Business Development, Fund Operations, and other groups to provide our clients, their consultants, and prospective clients with high quality reporting & accurate and timely information and analysis that is transparent and is easy to interpret. The successful candidate will have the opportunity to grow within the organization and to learn about the alternatives industry, work closely with fund portfolio teams, and be part of a collaborative global team with direct exposure servicing global institutional investors.
The Investor Services team is a client facing team and is responsible for supporting the sales and diligence efforts, managing client and fund activities, such as client onboarding, fund reporting, and client deliverables; as well as overseeing key systems that support the sales process and client experience, such as Salesforce and InvestorFlow (client portal).
This role requires strong written and verbal communication skills in English and Spanish, as this role will be supporting our Latin America products and investors from either our Atlanta, Chicago, Miami, Newark, or New York office.
What you can expect
- Oversee investor inquiries and deliverables across several alternative investment funds.
- Serve as a “Player-Coach” while managing and training team members.
- Manages client onboarding and transfers, including KYC/AML reviews and ASL verification.
- Oversees our fund administrator on deliverables and the production of client deliverables.
- Helps draft client communications for ad-hoc fund updates and notifications.
- Resolves data discrepancies to ensure consistency and accuracy.
- Analyzes our client data and identifies trends and themes for reporting to senior management.
- Manage projects and initiatives to drive efficiency across the team.
- Strong ability to think strategically and help develop creative solutions and enhancements to better service our clients and consultants.
- Address ad-hoc requests from Investment teams and other internal partners promptly and accurately.
- Ability to independently manage complex investor requests and issues, propose solutions, and coordinate across various functional groups.
- Ability to lead complex transactions from start to finish, including transfers and secondary sales, collaborate with cross-functional teams and provide guidance and support to clients throughout the transfer process.
- Serve as the subject matter expert and all-around resource for supporting our clients and internal stakeholders.
What you will bring
- Bilingual in English and Spanish is a must.
- Bachelor’s degree in accounting, finance, or related field
- Minimum of 5-7 years of experience in client services, investor relations, or a similar function in the investment management industry.
- Excellent analytical and problem-solving skills.
- Strong critical thinking, attention to detail, and scrutiny of performance data and analytics
- Self-starter, with strong accountability and adaptability skills, highly organized, and takes initiative with a positive attitude toward work.
- Excellent communication skills and experience communicating with clients, external partners, and senior management.
- Experience working across functional groups and ability to work independently and within a team.
- Excellent organization, project management, and time management skills
- Ability to effectively work in a fast-paced, deadline driven dynamic environment.
- Strong proficiency in Microsoft Excel and experience with MS PowerPoint
What will set you apart
- Real Estate or other Alternative Investment experience and previous client facing responsibilities.
- Power BI capabilities is a plus, adding an edge to your analytical capabilities.
Source: PGIM Real Estate Career Page
