Vice President, Investor Operations
$175,000–$190,000 year
On-siteDenver, Colorado, United States
Job Summary
Serve as the primary point of contact between Speed Bay and its transfer agent, monitoring service levels, resolving escalations, and driving continuous improvement in processing accuracy. Coordinate operations-related interactions with the managing broker-dealer and work with the Fundraising Team to support operational due diligence for new institutional investors and wealth platforms. Build and maintain relationships with home office operations teams, custodians, and fintech platforms to coordinate integrations, data feeds, and reporting requirements. Oversee the preparation and distribution of institutional investor communications, including capital calls, distributions, tax documents, and periodic reporting, while responding to escalated inquiries. Serve as the operational backbone of the distribution platform by building scalable processes, implementing automation opportunities, and managing internal staff or external service providers.
Required Qualifications
- 8+ years of experience in institutional investor operations, fund administration, and/or broker-dealer/distribution operations
- Strong working knowledge of distribution platforms, fund LP management, and distribution operations for both institutional and retail private alternative investment products
- Solid understanding of FINRA/SEC requirements governing distribution of private alternative funds
- Excellent relationship-management and communication skills
- Strong process orientation and project-management skills
- Experience building or scaling operational infrastructure
- Bachelor's degree in Business, or a related field
Desired Qualifications
- Deep experience in investor and fund operations and/or managing broker-dealer/distribution support within non-traded real estate or other alternative investment programs
- Relationship-management instincts to represent Speed Bay professionally to external partners and investors alike
- Established relationships with broker-dealer home offices, custodians, and fintech/alternative investment platforms
- Proficiency with Microsoft Office Suite
- Experience with transfer agent/fund administration systems and CRM platforms (e.g. Juniper Square, Salesforce)
- FINRA licensure (e.g., Series 7/24/99)
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