TMF

TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we’re a global company with 12,000+ colleagues based in over 125 offices across 87 jurisdictions, we actively seek out people with the talent and potential to flourish at TMF Group, whatever their background, and offer job opportunities to the broadest spectrum of people. Once on board we nurture and promote talented individuals, making sure that senior positions are open to all.

The Investor Services Specialist serves as the primary contact for LP reporting and investor portal management, handling document distribution, inquiries, and updates with a strong focus on accuracy, compliance, and client service. The role supports full-cycle client onboarding, coordinates with internal teams such as Treasury, manages investor communications and deadlines with managers, and verifies wire instructions and account changes. This position also assists in training new team members, collaborates with portal software providers or internal tech teams, and acts as a key resource for maintaining best practices, requiring strong problem‑solving skills, communication abilities, and the capacity to manage multiple priorities in a fast‑paced environment.

• Primary contact for LP reporting functions
• LP reporting email management
• Updating and maintaining various investor portals to include uploading and distributing documents to investors
• Investor portal question management
• Maintain compliance and control protocols
• Onboarding new clients from start to finish, with group level support, as needed
• Training new employees
• Interface and communicate with the investor portal software companies or internal group and teams
• Working with managers and or clients on investor communications
• Working with managers to meet deadlines
• Coordinating with treasury team when investor changes occur that are sent to the portal inbox
• Maintaining client protocol and best practices
• Information resource for team
• Other duties as assigned
• Performing call backs to confirm wire instructions of clients
• Assisting with updating wire instructions and confirming the authorized contact for changes

• Bachelor’s degree preferred and/or 2+ years of experience, preferably in client service 
• Excellent at creative problem-solving, analytical, and quantitative skills along with sharp attention to detail, as well as strong time and work management skills
• Resourceful and motivated to find outside-the-box solutions to everyday client issues.
• Excellent verbal and written communication skills
• Interpersonal skills and ability to work successfully with many different work styles
• Ability to continuously prioritize multiple projects in a fast-paced environment with a high degree of flexibility and high level of focus on quality, accuracy, and confidentiality
• The commitment to independently complete tasks to reach the clients’ goals, which at times may require hours above the standard work week
• The ability to work across multiple software platforms, transferring and manipulating data.
• Excellent working knowledge of Microsoft Suite, Adobe Acrobat X (and higher), Investran, and LP portals such as Investment Café

Growth-Focused Environment

• We aim to grow our business, our teams, and our people. 
• We encourage our people to identify opportunities and pursue them from idea to impact.

Strategic Engagement

• New people bring fresh ideas. 
• We want you to be involved in shaping our strategy in response to market dynamics. You’ll work closely together with senior leadership to translate these trends into the way we service our clients.

International Scope

• We operate in 85 jurisdictions, which offers an international perspective to work from. You’ll often work cross-border, creating exposure to diverse markets and cultures, and widening your local and global network.

Entrepreneurial Contribution

• We embrace entrepreneurial thinking. If you see a way to add value, we’ll support you in exploring it.