First Eagle Investments

Alternatives Investor Services AVP/Vice President

First Eagle Investments  •  $105k - $130k/yr  •  United States (Hybrid)  •  4 months ago
Expired
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Job Description

Who we are looking for:

First Eagle is seeking an Alternatives Investor Services, Assistant Vice President or Vice President to join the Shareholder Services team in New York. The ideal candidate will be responsible for the below and have the following qualifications for this role.

What you will do:

  • Alternative Funds

    • Exceptional knowledge of retail alternative investments, specifically Interval and BDC products

    • Serve as the primary point of contact for internal and external parties to resolve service questions and issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions

    • Oversee and report all timeline events, pre-trade, trade, and post-trade, to ensure the prompt and accurate processing of repurchase activity

    • Support all required mailings, including but not limited to 23c3, tender offerings, subscription confirmations, promissory letters, and notice of withdrawal of tenders

    • Oversight of Transfer Agent policies and procedures to ensure compliance

    • Stay informed of industry trends, market changes, and competitive activity through independent research and professional networks

  • Administration Services

    • Manage shareholder regulatory prospectus and annual report mailings, including overseeing print mail relationships

    • Review and assist with required updates to the Fund’s prospectus, annual reports, and regulatory filings

    • Maintain account applications, investor materials, and forms for distribution

    • Coordinate website updates with current fund information

    • Support operational changes and corporate action notifications to our distribution partners through email communication and DTCC’s Mutual Fund Information Exchange (“MFIX”)

    • Provide ongoing support, such as audit requests, billing, tax reporting, agreement onboarding, and other department projects as assigned

    • Review process workflows and procedure documentation; updating accordingly

    • Maintain accurate and up-to-date project tracking using tools like Monday.com, ensuring team adherence to deadlines

  • Reporting

    • Prepare and review board reporting materials

    • Manage the creation and delivery of required reports on a monthly, quarterly, and annual basis to internal groups; may include general ad hoc reporting requested through the Transfer Agent

    • Oversee the receipt of third-party reports required to monitor the timely receipt and dissemination of activity

The qualities you should have:

  • Undergraduate degree in finance, business, or related fields

  • 10+ years of relevant experience in asset management or financial services, preferably within alternative investment products

  • Knowledge of Transfer Agency (“TA”) applications and with SS&C preferred

  • Experience with wirehouses, independent broker dealers (“IBDs”), registered investment advisors (“RIAs”), and technology platforms (i.e. iCapital, CAIS, Subscribe)

  • Strong analytical skills with the ability to collect, organize and analyze data

  • Ability to build confidence and strong relationships with colleagues, internal stakeholders, and external counterparties

  • Resourceful, well organized, highly dependable

  • Well-developed capacity for navigating demanding situations independently

  • Meticulous attention to detail with special focus on operational risk mitigation

  • Ability to thrive in a fast-paced environment and grow with business

  • Exceptional presentation, writing , and interpersonal skills

  • Ability to effectively manage diverse priorities and multiple deadlines

Base salary range: $105,000 to $130,000 In addition, this role is eligible for an annual incentive bonus. Compensation may vary based upon, but not limited to – the individual's skills, experience, qualifications, and internal equity.

We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, “dress for the day” flexible work attire, and many more great benefits. For more information, please refer to our First Eagle Benefits website

First Eagle Investments and their affiliates and subsidiaries, including First Eagle Alternative Credit and Napier Park Global Capital, is an Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.

First Eagle Investments

About First Eagle Investments

First Eagle is an independent investment management firm that manages approximately $161* billion in assets (as of 06/30/25) on behalf of institutional and individual clients. With the core purpose of providing prudent stewardship of client assets, the firm focuses on active, fundamental and benchmark-agnostic investing, with a strong focus on downside mitigation. First Eagle’s investment capabilities include equity, fixed income and multi-asset strategies. With a heritage dating back to 1864, First Eagle has helped its clients avoid permanent impairment of capital and earn attractive returns through widely varied economic cycles—a tradition that is central to its mission today. Past performance is not a guarantee or indicator of future results.

First Eagle Investments is the brand name for First Eagle Investment Management, LLC and its subsidiary investment advisers.

*The total AUM represents the combined AUM of (i) First Eagle Investment Management, LLC, (ii) its subsidiary investment advisers, First Eagle Separate Account Management, LLC, First Eagle Alternative Credit (“FEAC”) and Napier Park Global Capital (“Napier Park”), and (iii) Regatta Loan Management LLC, an advisory affiliate of Napier Park. The total AUM includes $1.0 billion of committed and other non-fee-paying capital from FEAC and $2.6 billion of committed and other non-fee-paying capital from Napier Park.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
New York, New York
Year Founded
1864
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