This role is an Assistant Vice President / Vice President position within the Shareholder Services team in New York, focused on investor services, fund operations, and client support. The position serves as a key point of contact for internal teams and external partners, handling service inquiries, overseeing transaction processing across the trade lifecycle, and ensuring accurate and timely investor communications. Responsibilities also include managing fund documentation and mailings, supporting regulatory filings, coordinating website and operational updates, assisting with audits and reporting, and improving internal workflows and processes. The role requires 5+ years of experience in financial services or asset management, strong analytical and organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment, along with effective communication and relationship-building abilities.