Investor servicing – senior consultant - americas delivery mexico (admx)
investor servicing senior consultant who wants to work in a collaborative environment and will work with diverse global clients across a wide range of industries. Experience includes diagnosing issues, interviewing staff, formulating and making recommendations, and helping clients implement proposed solutions. The role supports end‑to‑end investor service across private equity, hedge funds, real estate, and special situations strategies.
responsibilities
* support daily investor and internal inquiry escalations, ensuring timely and accurate resolution.
* support cross‑functionally with sales, tax, legal, accounting, and fund administration teams globally to manage client onboarding, side‑letter negotiations, fund launches, and co‑invest activities.
* support the annual budgeting cycles and run‑rate revenue analysis to ensure funds’ financial viability.
* assist with u.s. broker‑dealers, responding to inquiries from home offices and financial advisors while providing ad hoc and quarterly reporting.
* support technology transformation and automation initiatives to improve operational efficiency and enhance investor experience.
* support outgoing investor correspondence and oversee cash flow reporting to support portfolio management teams.
* support fund document repositories, including ppms, lpas, and subscription agreements.
* build and maintain strong relationships with internal and external stakeholders.
* deliver high‑quality work products while identifying opportunities for ongoing process improvement.
qualifications
* 6‑10+ years of consulting and/or industry experience.
* completion of coursework or a degree in computer science/it/computer engineering, or any pertinent field, or equivalent years of experience.
* experience in private equity or hedge fund administration at a reputable fund administrator or asset manager.
* deep understanding of private equity or hedge fund mechanics, including end‑to‑end fund lifecycle functions.
* demonstrated ability to manage high‑volume investment operations inquiries, resolve investor issues, and oversee investor onboarding processes.
* direct experience with private funds focused on real estate and special situations; exposure to global macro strategies strongly preferred.
* proven experience managing and leading a managed service provider, including defining and monitoring slas and related governance responsibilities.
* team leadership experience in global operational models; documentation and process improvement skills critical.
* advanced english proficiency.
* advanced analytical and recommendation‑making skills.
* strong client‑facing communication and relationship‑building capabilities.
equal employment opportunity statement
all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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