Dein persönlicher KI-Karriere-Agent
Investor Operations Lead(m/w/x)
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
- Deutsch – Grundkenntnisse
- Französisch – Grundkenntnisse
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
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Investor Operations Lead(m/w/x)
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
- Deutsch – Grundkenntnisse
- Französisch – Grundkenntnisse
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
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Moonfare
Branche
FinancialServices
Beschreibung
The company delivers institutional-quality portfolios for investors in private markets, combining finance and tech expertise.
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