?

About the Role:

We are seeking an Investor Services Manager to lead the team responsible for the end-to-end investor lifecycle across our private equity, credit, real estate, and hedge fund clients. In this middle-management, client-facing role, you will take ownership of the investor register, set service standards, and act as the main escalation point for fund managers and limited partners.

Key Responsibilities:

- Team Leadership: Manage a team of specialists; oversee workload allocation, capacity planning, and career development.
- Onboarding & Compliance: Oversee end-to-end investor onboarding, subscription document review, AML/KYC/PEP screening, and FATCA/CRS self-certification (W-8/W-9).
- Capital Activity: Review and release capital call and distribution notices. Oversee subscriptions, redemptions, and transfers for open/closed-ended structures.
- Reporting & Portals: Administer the investor portal, manage periodic AMLCO reporting, and support the annual Schedule K-1/K-3 distribution process.
- Client Relations & Controls:



Lead regular client service reviews, maintain rigorous fraud prevention controls (bank callbacks), and support SOC 1 / internal audits.

Required Qualifications:

- Experience: 8+ years of experience in investor services, transfer agency, fund administration, or private fund investor relations.
- Leadership: 2+ years of direct supervisory or team-leading experience.
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Technical Skills: Robust understanding of private fund structures, capital calls, distribution mechanics, and AML/KYC/FATCA/CRS requirements. Advanced MS Excel skills.

Preferred Qualifications:

- Experience with specialized fund administration software or investor portals.
- Hands-on wire transfer processing and banking control knowledge.
- Exposure to offshore fund structures (Cayman Islands, BVI).
- CAMS certification is a plus.

📌 Manager-Managing Funds/Investor Services Operations (Bengaluru)
🏢 Spectral Consultants
📍 Bengaluru