Investor Services Manager

HedgeServ

Investor Services Manager leading a team to deliver full suite of investor services. Managing client relationships and ensuring compliance with AML/KYC requirements at HedgeServ.

Posted 6/17/2026full-timeNew York City • New York, North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $130,000 - $140,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AMLKYCinvestor due diligenceaccount reconciliationfinancial reportingtransaction processingmoney movementdocument reviewbank account opening

Soft Skills

verbal communicationwritten communicationanalytical skillsproblem-solving skillsteamworkinterpersonal skillsinitiativereliabilityapproachability

Certifications & Qualifications

Accounting DegreeFinance DegreeLegal DegreeBusiness Degree

Industry Keywords

investor servicesclient relationshipsservice level agreements

About the role

Key responsibilities & impact

Managing a team of supervisors and administrators responsible for providing the full suite of investor services to the clients assigned to that team.
The team will be responsible for processing investor transactions in client funds, including investor due diligence to satisfy applicable AML/KYC requirements
Preparation, review and distribution of all investor reporting, including monthly account statements, transaction confirmations and performance reports.
Reconciling fund bank accounts on a daily basis, and processing applicable money movements from such accounts as authorised by the client.
Managing external client relationships and internally establishing effective working relationships with other departments within the company.
Ensuring all client communication is accurate and timely and consistent with applicable service level agreements
Assisting with the initialization and transitioning of new clients, including document review and bank account opening.
Participating in presentations to new clients, as requested.
Responding to ad hoc client and investor queries

Requirements

What you’ll need

Accounting, Finance, Legal or Business Degree
Min. 3.0 GPA
Strong verbal and written communication skills
Strong analytical and problem-solving skills
Ability to work effectively both within a team structure and individually.
Strong inter-personal skills
Good initiative tempered with identifying when escalation is required.
Strong systems, product and process knowledge
Reliable and Dependable
Approachable

Benefits

Comp & perks

remote and hybrid working arrangements
fully paid comprehensive health and well-being benefits