2 дня назад
Vice President, Investor Relations (Private Wealth)
160 000 - 180 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Vice President, Investor Relations (Private Wealth): Leading investor servicing for perpetual alternative investment products, including non-traded REITs, BDCs, interval funds, and evergreen private market strategies, with an accent on operational excellence, investor communications, and scalable service protocols. Focus on resolving complex investor inquiries, improving NAV and reporting processes, managing third-party providers, and coordinating cross-functional initiatives across a global private wealth platform.
Location: Toronto, Ontario, Place – 181 Bay Street
Salary: CAD $160,000–$180,000 per year
Company
is a global alternative asset manager with a 100+ year history across real estate, infrastructure, renewable power and transition, private equity, and credit. Private Wealth delivers and Oaktree alternative investment capabilities to private wealth investors through financial advisors.
What you will do
- Lead end-to-end investor servicing for perpetual products, including non-traded REITs, BDCs, interval funds, and evergreen private market strategies.
- Act as a senior contact for wealth advisors, clients, and internal stakeholders, resolving complex inquiries and escalations.
- Develop and improve scalable investor servicing protocols across the full investor lifecycle.
- Partner with Distribution, Legal, Compliance, Fund Operations, Technology, Product, Marketing, and Sales teams.
- Manage transfer agents, fund administrators, custodians, and other third-party service providers.
- Lead and develop junior team members while contributing to the global expansion of the investor services platform.
Requirements
- 7–10 years of experience in investor servicing, investor relations, client service, fund operations, or private wealth management.
- Deep knowledge of perpetual and evergreen alternative investment structures, including non-traded REITs, BDCs, and interval funds.
- Experience with private wealth distribution channels, financial intermediaries, registered investment advisors, and wealth advisor platforms.
- Strong understanding of fund operations, NAV processes, investor reporting cycles, transfer agency functions, and regulatory requirements.
- Experience leading or mentoring junior team members and managing complex cross-functional initiatives.
- Exceptional written and verbal communication, organization, precision, and problem-solving skills.
Nice to have
- CPA, CA, CFA, CAIA, or equivalent designation.
- Experience with drawdown fund structures, transfer agents, and investor servicing platforms.
Culture & Benefits
- Work within a global Investor Relations team serving investors and distribution partners across Toronto, London, Tokyo, Hong Kong, and Mumbai.
- Collaborate across a complex organization with exposure to diverse alternative investment businesses.
- Culture built around entrepreneurial, collaborative, and disciplined leadership attributes.
- Opportunity to contribute to the growth of a global perpetual products platform.
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