Project Delivery Specialist-Investor Servicing Specialist II

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

Recruiting for this role ends on Tuesday, March 31st.

Work you'll do/Responsibilities

• Supports end-to-end investor servicing across private equity, hedge funds, real estate, and special situations strategies. Responsibilities include client onboarding, broker-dealer support, intaking and responding to ongoing investor information requests, escalation management, and fund document oversight. The ideal candidate brings alternatives fund administration experience, strong knowledge of private fund mechanics and lifecycle functions, and a proven ability to drive process improvements, manage internal and external relationships, and deliver exceptional client service. Here are the specific responsibilities for this role:
  • 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

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, all while driving predictable long-term revenue, profitability, and growth.

Qualifications

Required

• 2+ years' experience in private equity or hedge fund administration at a reputable fund administrator or asset manager
• 5+ years of deep understanding of private equity or hedge fund mechanics, including end-to-end fund lifecycle functions
• 5+ years of demonstrated ability to manage high-volume investment operations inquiries, resolve investor issues, and oversee investor onboarding processes
• 5+ years of direct experience with private funds focused on real estate and special situations; exposure to global macro strategies strongly preferred
• 5+ years of proven experience managing and leading a managed service provider, including defining and monitoring SLAs and related governance responsibilities
• 5+ 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

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,000-130,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: