Investor Servicing Manager

About

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Investor Servicing Manager, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. This opportunity is with Deloitte under our Project Delivery Talent Model, a talent model tailored specifically for long‑term, onsite client service delivery.

Responsibilities

• Supports end‑to‑end investor service across private equity, hedge funds, real estate, and special situations strategies, including client onboarding, broker‑dealer support, intake and response to ongoing investor information requests, escalation management, and fund document oversight.
• Oversee daily investor and internal inquiry escalations, ensuring timely and accurate resolution.
• Partner 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.
• Lead the annual budgeting cycles and run‑rate revenue analysis to ensure funds' financial viability.
• Act as primary contact for 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.
• Review outgoing investor correspondence and oversee cash‑flow reporting to support portfolio management teams.
• Manage 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.

Recruiting for this role ends on Sunday, May 31st 2026.

The Team

Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.

Our Regulatory, Risk, & Forensic Operate offering supports clients by delivering Operate services spanning the Regulatory, Risk & Forensic portfolio. We “embed continuous advantage” through domain, industry, technology, and transformation skills to perform client business functions that manage risk and deliver value‑added outcomes, while driving predictable long‑term revenue, profitability, and growth.

Qualifications

Required

• 5+ years' experience in private equity or hedge fund administration at a reputable fund administrator or asset manager.
• 7+ years of deep understanding of private equity or hedge fund mechanics, including end‑to‑end fund lifecycle functions.
• 7+ years of demonstrated ability to manage high‑volume investment operations inquiries, resolve investor issues, and oversee investor onboarding processes.
• 7+ years of direct experience with private funds focused on real estate and special situations; exposure to global macro strategies strongly preferred.
• 7+ years of proven experience managing and leading a managed service provider, including defining and monitoring SLAs and related governance responsibilities.
• 7+ years of team leadership experience in global (US/India) operational models; documentation and process improvement skills critical.
• Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience.
• Limited immigration sponsorship may be available.
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve.

Compensation

• Estimated salary range: $118,000 – $130,000 (range does not account for geographic differential).
• Eligibility to participate in a discretionary annual incentive program, subject to program rules and individual/organizational performance.