Overview
This role involves managing client relationships and ensuring the accurate and timely delivery of investment data and reporting for institutional clients such as endowments, foundations, and other investors. The position requires a blend of client management skills and a solid foundation in investment operations and reporting. As automation reduces routine tasks, the focus will be on client relationship management, service level agreement (SLA) delivery, and team accountability.
Responsibilities
- Serve as the primary point of contact for institutional clients, managing expectations and building trust through clear and professional communication
- Lead the delivery of portfolio data, performance reporting, and reconciliation outputs, ensuring accuracy and timeliness
- Handle escalations and resolve client issues with confidence and professionalism
- Utilize knowledge of investment operations, custodian reconciliation, and fund administration workflows to support data quality and reporting accuracy
- Work with investment data platforms and reporting tools to manage and troubleshoot client deliverables
- Drive process improvement initiatives as manual operational work is automated
- Support the development and mentoring of team members
Requirements
- Proven experience managing client or stakeholder relationships in professional services, financial services, or institutional investment contexts (including private wealth, brokerage, consulting, or similar client-facing roles)
- Background in institutional investment operations, including portfolio data, performance reporting, custodian reconciliation, or fund administration
- Familiarity with investment data platforms, portfolio management systems, or reporting tools beyond Excel
- Strong written and verbal communication skills, with the ability to manage difficult conversations professionally
- Experience leading or mentoring analysts, or demonstrated readiness for people leadership
Preferred Qualifications
- Prior experience at custodian banks, fund administrators, investment consultants, endowments, foundations, or private wealth firms is a plus
Location
Not specified
Compensation & Benefits
Not specified