AVP, Transfer Agency & Investor Operations

H.I.G. Capital

. Oversee all transfer agency activities, including subscriptions, redemptions, transfers, investor onboarding, account maintenance, cash activity, reconciliations, and investor servicing.

Posted 9/18/2026full-timeCoral Gables • Florida • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in overseeing transfer agency activities, managing relationships with third-party administrators, and ensuring accurate transaction processing within established deadlines. Proficient in alternative investment operations, investor servicing, and operational risk management.

Highest-signal resume keywords

Transfer Agency ManagementAlternative Investment OperationsInvestor Onboarding ProcessesOperational Risk ManagementStakeholder Communication

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction ProcessingReconciliationsSubscription ManagementRedemption ManagementInvestor ServicingOperational Performance MonitoringProcess ImprovementHigh Transaction Volume ManagementAI-Powered Tools UtilizationEmerging AI Technologies Adoption

Soft Skills

Excellent CommunicationStakeholder ManagementProblem SolvingCuriosityOpenness to Change

Tools & Technologies

DTCC AIPICapitalCAISAlternative Investment Platforms

Industry Keywords

Fund OperationsInvestor ServicesRetail Investor ExperiencePrivate Wealth ChannelThird-Party Transfer Agent

About the role

Key responsibilities & impact

Oversee all transfer agency activities, including subscriptions, redemptions, transfers, investor onboarding, account maintenance, cash activity, reconciliations, and investor servicing.
Manage the relationship with the third-party administrator, including service levels, operational performance, exception management, issue escalation, controls, and process improvements.
Coordinate monthly subscription and quarterly redemption cycles, ensuring transactions are processed accurately and within established deadlines.
Manage operational relationships with RIAs, RIA custodians, broker dealers, and alternative investment platforms.
Support transaction processing and connectivity through DTCC AIP and platforms such as iCapital, CAIS, and other alternative investment providers.
Oversee operational onboarding of new custodians, intermediaries, distribution partners, and platforms.
Monitor transaction volumes, processing exceptions, reconciliations, and operational breaks and drive timely resolution.
Partner with Fund Accounting, Legal, Compliance, Tax, Investor Relations, Private Wealth, IT, and other internal stakeholders.
Maintain a strong control environment, including documented procedures, service level metrics, management reporting, and escalation protocols.
Identify opportunities to improve automation, straight through processing, scalability, and the overall investor servicing model.

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Accounting or similar required.
10+ years of relevant industry experience in transfer agency, fund operations, investor services, or alternative investment operations, including 5+ years of retail investor experience.
Experience supporting evergreen or continuously offered alternative investment products, including recurring subscriptions and periodic liquidity.
Strong understanding of alternative investments distributed through the private wealth channel, including RIAs, custodians, broker dealers, and individual investors.
Experience with alternative investment platforms such as iCapital, CAIS, or similar providers strongly preferred.
Experience overseeing a third-party transfer agent or fund administrator.
Strong knowledge of subscription, redemption, investor onboarding, and investor servicing processes.
Demonstrated ability to manage high transaction volumes, multiple counterparties, and time sensitive processing cycles.
Strong operational risk, controls, problem solving, and process improvement capabilities.
Comfort using AI-powered tools to improve productivity and quality of work.
Curiosity about and openness to adopting emerging AI technologies in day-to-day workflows.
Excellent communication and stakeholder management skills.