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MOMoonfare

Investor Operations Lead(m/w/x)

Berlin
VollzeitVor OrtManagement

Building and scaling investor servicing for private market funds, managing a team of 6-7. Player-coach experience and a track record building/scaling ops teams in regulated environments required. 25-30 vacation days, 20% pension contribution, free daily lunch.

Anforderungen

  • Player-coach experience
  • Track record building/scaling ops team (5-15 people) in regulated environment
  • Built/scaled reactive servicing/support function
  • Experience with SLA frameworks, quality programs, capacity models, tiered escalation paths, coverage strategies for sophisticated clients
  • Direct operational experience in regulatory onboarding (KYC/AML/suitability)
  • Direct operational experience in capital call/distribution processing
  • Direct operational experience in investor servicing at scale
  • Hands-on in complex cases
  • Hands-on familiarity with MiFID II professional classification
  • Judgment to translate German (GwG/BaFin) requirements
  • Judgment to translate Luxembourgish (CSSF) requirements
  • Treat KYC/regulated processes as puzzles
  • Designed or run a controls framework
  • Distinguish 1LoD and 2LoD
  • Welcome oversight
  • Comfortable as buffer between compliance and investor-facing functions
  • Design scalable processes reducing manual drag
  • Evaluate recurring tasks for automation potential
  • Hands-on experience deploying automation/AI/agentic workflows in regulated context
  • Vendor management track record
  • Holding external providers to high operational standards
  • Evolving vendor management from tactical to SLA-driven governance
  • Genuine empathy for investor experience
  • Handled sophisticated client escalations

Aufgaben

  • Build and maintain investor servicing engine
  • Partner with Compliance and Commercial teams
  • Lead a team of 6-7 across three functions
  • Review complex MiFID II procedures
  • Handle sensitive investor escalations
  • Ensure investor compliance and readiness
  • Maintain integrity of investor cashflow and records
  • Provide reactive servicing for existing investors
  • Design and own 1LoD controls framework
  • Set standards for regulated processes
  • Translate regulatory requirements into workflows
  • Design AI-augmented onboarding and servicing workflows
  • Govern AI-augmented processes with human oversight
  • Oversee KYC Provider and Fund Administrator
  • Maintain investor data as the golden source
  • Own selling vs servicing framework
  • Surface reactivation triggers to Commercial teams
  • Maintain CRM as the single source of truth
  • Represent investor voice in senior forums
  • Translate team insights into product and commercial decisions

Berufserfahrung

  • ca. 4 - 6 Jahre

Ausbildung

  • Bachelor-AbschlussODER
  • Master-Abschluss

Sprachen

  • DeutschGrundkenntnisse
  • FranzösischGrundkenntnisse

Tools & Technologien

  • AI
  • agentic workflows

Benefits

Sonstige Zulagen

  • Individual growth budget

Betriebliche Altersvorsorge

  • Company pension scheme with 20% employer contribution

Mehr Urlaubstage

  • 25 vacation days (increasing annually up to 30)

Gratis oder Vergünstigte Mahlzeiten

  • Free daily lunch

Öffi Tickets

  • Monthly subsidy for public transport

Gesundheits- & Fitnessangebote

  • Subsidised Urban Sports Club membership
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Moonfare erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.

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