VP-Level Alternative Investments Operations

VP-Level Alternative Investments Operations – Investor Services / Transfer Agency

Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

Location: Brooklyn, NY (Preferred)

Company: Robert Half

Employment Type: Contract-to-Hire

Experience Level: Advanced / VP Equivalent

About the Opportunity

Robert Half is seeking highly experienced Alternative Investments Operations Professionals for VP-equivalent opportunities with a leading global financial services organization in Brooklyn, NY.

This advanced-level opportunity is designed for professionals with extensive experience in Hedge Fund and Private Equity Operations, Transfer Agency, Investor Services, and Alternative Investment Fund Administration .

The ideal candidate will possess advanced knowledge of investor servicing processes, strong operational risk awareness, and experience handling complex investor transactions in a highly controlled financial services environment.

We are particularly interested in candidates who have worked directly with institutional investors, fund administrators, and client-facing operational teams.

Key Responsibilities

• Support complex investor servicing and transfer agency operations across hedge funds, private equity funds, and other alternative investment products.
• Manage and execute investor subscriptions, redemptions, distributions, and other fund-related transactions.
• Oversee the accuracy and completeness of investor onboarding documentation and transaction processing.
• Serve as an experienced operational resource for complex investor inquiries, escalations, and transaction discrepancies.
• Coordinate with internal AML/KYC teams to facilitate investor onboarding and ensure documentation requirements are addressed.
• Review investor records, transaction documentation, and reporting for accuracy and compliance with operational standards.
• Support complex operational workflows while ensuring adherence to internal controls, procedures, and regulatory requirements.
• Respond to internal and external audit requests, including documentation reviews and operational inquiries.
• Identify operational risks, processing inefficiencies, and opportunities to strengthen controls.
• Collaborate with investor services, fund administration, operations, and client-facing teams to resolve complex issues.
• Support workflow enhancements, automation initiatives, and process improvements to increase operational efficiency.
• Maintain strong relationships with internal stakeholders, investors, and external business partners.

Required Qualifications

• Significant professional experience in Alternative Investments, Transfer Agency, Investor Services, Hedge Fund Operations, or Private Equity Fund Administration .
• Strong hands-on knowledge of investor onboarding, subscriptions, redemptions, distributions, and investor reporting.
• Experience managing complex operational processes and resolving investor servicing issues.
• Direct experience communicating with investors, institutional clients, fund administrators, or external stakeholders.
• Working knowledge of AML/KYC processes and their relationship to investor onboarding.
• Demonstrated ability to work within highly controlled, audit-sensitive financial environments.
• Strong analytical skills, attention to detail, and ability to manage time-sensitive operational responsibilities.
• Excellent written and verbal communication skills.
• Ability to work independently, exercise sound judgment, and collaborate across multiple business functions.

Education Requirements

• Master's degree expected , with flexibility regarding the field of study.
• Degrees in Finance, Accounting, Economics, Business Administration, or related disciplines are preferred.
• Relevant industry experience within alternative investments, investor servicing, and transfer agency operations remains a primary consideration.

Preferred Qualifications

• Experience with Multifonds or Ultrax platforms and workflows.
• Familiarity with AI-driven tools, workflow automation, and operational process optimization.
• Experience supporting complex hedge fund or private equity investor structures.
• Background working with large financial institutions, investment managers, or fund administration organizations.
• Experience handling audit requests, operational escalations, and process control enhancements.

Additional Opportunity Details

Contract-to-Hire: Candidates may be eligible for permanent conversion consideration after approximately 6 months, based on performance and future business needs. Permanent conversion is not guaranteed.

Location: Brooklyn, NY is the primary and preferred location. Jersey City, NJ may be considered for exceptionally qualified candidates.

Background Screening: Enhanced background screening is required due to access to sensitive investor and cash-related information. Candidates should anticipate potentially extended clearance and onboarding timelines.

Interested in Taking the Next Step?

If you are an experienced financial services professional with a strong background in Hedge Funds, Private Equity, Transfer Agency, or Investor Services Operations , we encourage you to apply!

Join an opportunity where your alternative investment expertise and operational knowledge can make a meaningful impact.

Apply today through Robert Half!

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