Manager, Investor Solutions

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals.   Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems! 

The Manager- Investor Solutions is responsible for effectively managing projects, providing solutions design, and implementing and generating project results for the Allvue Investor Solutions product suite. The Manager is responsible for the performance of their team of Implementation Associates and Specialists and ensures that company objectives and goals are met.

• Participates with sales and scoping team in their efforts with potential and existing clients, assisting in qualifying the prospect based on their needs, and then ultimately approving the scope of work
• Provides leadership and direction in projects, or escalated support matters in order to effectively resolve
• Establishes new processes, guidelines and methodologies to ensure successful implementations based on evolving product capabilities, new industry focuses, and a growing global presence.
• Setting goals for performance and deadlines in ways that comply with Allvue’s plans and vision.
• Organizing workflow and ensuring that employees understand their duties or delegated tasks.
• Monitoring employee productivity and providing constructive feedback and coaching.
• Travel requirement of 20-25%.
• Participate in Professional Services projects as needed and required.

PERFORMANCE EXPECTATIONS

• Review and validate Implementation Charters as prepared by scoping team.
• Coordinate with Account Management team to bring new solutions to existing clients and identify internal sales opportunities.
• Act as SME on client implementations, demonstrating overall industry knowledge as it pertains to system.
• Provide oversight of implementations and client relationships to optimize results and client satisfaction.
• Manage and monitor performance of team members, provide advice and guidance regarding expectations and areas for improvement.
• Conduct formal and informal performance reviews.
• Assist with maximizing team utilization by working with PM’s, Account Managers and clients to define projects, resource needs and timelines.
• Provide input and enhancement recommendations to product team based on customer interactions.
• Promote adherence to Allvue’s employee practices by communicating internally with team members.

• Required: strong, fundamental understanding of Private Equity industry. Experienced in comparable Investor Relations software platforms(CRM, Investor and Fundraising portals) for alternative investment managers.
• In depth knowledge of Microsoft Dynamics CRM is preferred
• Minimum of 5 years experience at a Fund, Fund Administrator, or relevant Investor Relations software vendor.
• Managerial experience required – must have managed a team.
• Skilled in the use of Microsoft applications, including Word and Excel.
• Excellent verbal and written communication. Excellent interpersonal skills. Full professional proficiency in written/spoken English.
• Strong time management skills, ability to multi-task and perform well under pressure. Ability to adapt to changing priorities and meeting deadlines.
• Exceptional analytical aptitude, detail oriented, and highly organized.
• Strong technology and problem-solving skills.
• Ability to multi-task and work independently and as part of a client service team.

• Bachelor’s or Master’s Degree in finance, management information systems, business administration or related field.

• Health Coverage options along with other voluntary benefits 
• Enterprise Udemy membership with access to thousands of personal and professional development courses 
• 401K with Company match up to 4% or Employee Pension plan  
• Competitive pay and year-end bonus potential  
• Flexible PTO  
• Charitable Donation matching, along with Volunteer and Voting PTO  
• Numerous team building activities to promote collaboration in a fun and fast-paced work environment 

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition,  Allvue will provide reasonable accommodations for qualified individuals with disabilities.