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MOMoonfare

Investor Operations Lead(m/w/x)

Berlin
Full-timeOn-siteManagement

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.

Requirements

  • 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

Tasks

  • 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

Work Experience

  • approx. 4 - 6 years

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • GermanBasic
  • FrenchBasic

Tools & Technologies

  • AI
  • agentic workflows

Benefits

Additional Allowances

  • Individual growth budget

Retirement Plans

  • Company pension scheme with 20% employer contribution

More Vacation Days

  • 25 vacation days (increasing annually up to 30)

Free or Subsidized Food

  • Free daily lunch

Public Transport Subsidies

  • Monthly subsidy for public transport

Healthcare & Fitness

  • Subsidised Urban Sports Club membership
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Moonfare and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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