Servicing Investor Relations Manager
TLDR
Directs investor-relations servicing operations to ensure timely, accurate reporting and quick resolution of investor requests across cross-functional teams and external partners.
- Oversee daily Investor Relations servicing operations, including investor reporting, inbound requests, servicing transfers, and ad hoc inquiries, ensuring timely and accurate execution.
- Lead, coach, and manage the IR operations team by setting expectations, monitoring performance, and ensuring accountability to deadlines and quality standards.
- Maintain and manage centralized tracking systems, reporting calendars, and workflow tools to ensure full visibility and execution of all deliverables.
- Coordinate cross-functionally with Servicing, Capital Markets, Legal, and external partners to resolve investor requests and ensure accurate communication.
- Monitor SLA adherence, identify operational risks or delays, and implement corrective actions to maintain service quality and reliability.
- Support servicing transfer processes and ensure compliance with contractual, regulatory, and investor requirements.
- Prepare reporting summaries, operational updates, and materials to support senior leadership and investor discussions.
- Continuously identify and implement process improvements to enhance efficiency, accuracy, and scalability of IR operations.
- 4–6 years of experience in investor relations, loan servicing operations, capital markets operations, or related financial services roles.
- Strong understanding of loan servicing structures, investor reporting requirements, and operational workflows.
- Proven experience managing SLAs, deadlines, and high-volume operational processes in a structured environment.
- Excellent organizational skills with strong attention to detail and ability to manage multiple priorities simultaneously.
- Demonstrated ability to coordinate across cross-functional teams and external stakeholders.
- Strong analytical mindset with experience identifying process gaps and driving operational improvements.
- Excellent written and verbal communication skills with the ability to engage internal leadership and external partners.
- Experience working with capital markets, legal, or institutional investors is highly preferred.
- Bachelor’s degree in Business, Finance, or a related field preferred.
- Competitive annual compensation ranging from $100,000 to $115,000, based on experience and qualifications.
- Comprehensive medical, dental, and vision insurance coverage.
- Opportunity to work in a fast-growing, mission-driven organization focused on sustainability and financial innovation.
- Exposure to cross-functional teams including servicing, capital markets, and legal in a highly collaborative environment.
- Paid time off and standard holiday benefits to support work-life balance.
- Career development opportunities within a scaling operations and investor relations function.
- Inclusive and collaborative culture focused on performance, accountability, and continuous improvement.
Requirements:
Benefits:
Benefits
Health Insurance
Comprehensive medical, dental, and vision insurance coverage.
career development opportunities
Career development opportunities within a scaling operations and investor relations function.
company culture and values
Inclusive and collaborative culture focused on performance, accountability, and continuous improvement.
Paid Time Off
Paid time off and standard holiday benefits to support work-life balance.
Jobgether runs the largest remote job platform, effectively linking job seekers with over 200,000 flexible and remote opportunities that match their unique skills and preferences. Our focus is on enhancing the hiring process, ensuring efficiency while prioritizing the candidate experience, particularly in the growing health and wellness sector.
- Founded
- Founded 2020
- Employees
- 11-50 employees
- Industry
- Professional Services