VP Investor Services

Position Summary

We are partnered with a Global Investment firm to find a VP of Investor Services to support the execution of capital raising initiatives, investor engagement, business operations, and strategic projects. This role partners closely with senior leadership, cross-functional teams, and external stakeholders to ensure efficient execution of fundraising activities, investor communications, operational processes, and business initiatives.

The ideal candidate is an organized, solutions-oriented professional with strong project management, communication, and relationship management skills. They are comfortable managing multiple priorities in a fast-paced financial services environment while delivering exceptional service to both internal and external stakeholders.

Key Responsibilities

Capital Markets & Investor Operations

• Coordinate investor onboarding, documentation, and ongoing support throughout the investment lifecycle.
• Respond to investor requests and inquiries while ensuring timely, accurate, and professional communication.
• Maintain investor databases and CRM platforms, ensuring data accuracy and compliance.
• Assist with fund administration, subscription documentation, and investor verification processes.
• Manage virtual data rooms and support due diligence activities during fundraising efforts.
• Identify and implement process improvements that enhance operational efficiency and the overall investor experience.

Fundraising & Pipeline Management

• Maintain fundraising pipelines, prospect tracking, and investor activity reports.
• Prepare management dashboards, pipeline analytics, and performance reporting.
• Coordinate due diligence materials, presentations, and fundraising documentation.
• Monitor fundraising workflows and assist with campaign execution.
• Collaborate with external advisors, consultants, and distribution partners to support capital raising initiatives.

Executive & Client Events

• Plan and coordinate investor meetings, conferences, webinars, and executive events.
• Manage event logistics including scheduling, vendor coordination, registration, communications, and post-event reporting.
• Support executive presentations, board meetings, and client-facing engagements.
• Coordinate virtual meeting platforms, speaker preparation, and attendee communications.

Marketing & Business Communications

• Assist in developing and maintaining marketing materials, investor presentations, and client communications.
• Coordinate website updates, digital marketing initiatives, newsletters, and social media content.
• Support thought leadership campaigns, media opportunities, podcasts, and industry events.
• Work with internal and external marketing resources to ensure consistent branding and messaging.

Vendor & Business Relationship Management

• Manage relationships with third-party vendors supporting technology, marketing, investor services, and operational functions.
• Track project milestones, service deliverables, and vendor performance.
• Assist in evaluating and implementing new technology platforms and service providers.

Strategic Operations & Process Improvement

• Support cross-functional initiatives focused on operational excellence and workflow optimization.
• Assist with CRM enhancements, reporting automation, and data governance projects.
• Participate in technology implementations and business transformation initiatives.
• Provide project coordination and operational support for senior leadership and other strategic priorities.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, Communications, Economics, or a related discipline.
• 7 years of experience in financial services, capital markets, investment management, investor relations, business operations, project management, or a related professional environment.
• Proven ability to manage multiple projects and deadlines in a fast-paced setting.
• Excellent organizational, analytical, and problem-solving skills.
• Outstanding written and verbal communication abilities with strong attention to detail.
• Experience working with CRM systems such as Salesforce or similar platforms.
• Advanced proficiency in Microsoft Office, including Excel, PowerPoint, Outlook, and Word.
• Strong interpersonal skills with the ability to build relationships across departments and with external stakeholders.
• Self-motivated with the ability to work independently while collaborating effectively within a team environment.
• Demonstrated professionalism, discretion, and sound judgment when handling confidential information.
• Continuous improvement mindset with a focus on operational efficiency and delivering exceptional client service.