VP Investor Relations - Operations

About the role

Peachtree Group is seeking a strategic and operationally focused Vice President, Investor Relations & Operations.

Responsibilities

• Lead the Investor Relations Operations team, developing and mentoring the team to foster a high-performance and collaborative culture.

• Establish clear priorities, workflows, and accountability measures to support departmental goals and organizational growth.

• Partner closely with executive leadership to align operational initiatives with broader business objectives.

• Oversee all operational aspects of investor relations activities, including investor onboarding, reporting distribution, and investor communications.

• Ensure accurate and timely execution of investor documentation, recordkeeping, and data management processes.

• Manage workflows and procedures related to investor inquiries and requests, ensuring exceptional service standards.

• Cook up with fund administration, accounting, legal, compliance, and finance teams to support investor-related deliverables and deadlines.

• Evaluate and enhance operational processes, controls, and systems to improve efficiency, scalability, and accuracy.

• Lead implementation and optimization of investor relations technologies, CRM systems, and reporting platforms.

• Develop and maintain policies, procedures, and best practices for investor operations and communications.

• Identify opportunities for automation and operational enhancements to support the continued growth of the platform.

• Reporting & Compliance Coordination:

  • Oversee preparation and distribution of investor reporting materials, statements, notices, and communications.

  • Support regulatory and compliance-related initiatives by ensuring operational adherence to applicable policies and procedures.

  • Partner with internal stakeholders and external service providers to ensure data integrity and reporting accuracy.

• Cross-Functional Collaboration:

  • Work closely with capital markets, accounting, asset management, legal, compliance, and executive leadership teams to support fundraising initiatives and investor engagement efforts.

  • Serve as a liaison between investor relations and operational departments to ensure seamless execution of investor activities.

Requirements

• Bachelor’s degree in Finance, Business Administration, Accounting, Real Estate, or related field required.

• 8+ years of experience in investor relations operations, fund operations, financial services, private equity, real estate investment management, or related industry experience.

• Prior leadership experience managing teams and operational functions.

• Strong understanding of investor servicing, fund structures, subscription processes, and reporting workflows.

• Experience working with Salesforce, investor portals, and operational technologies.

• Exceptional organizational, analytical, and problem-solving skills.

• Excellent communication and interpersonal abilities with a strong client service mindset.

• Ability to manage multiple priorities in a fast-paced, growth-oriented environment.

• High attention to detail and commitment to operational excellence.

Qualifications

• Preferred Qualifications:

  • Experience within commercial real estate, private equity, alternative investments, or investment management environments preferred.

  • Familiarity with investor reporting platforms and fund administration processes.

  • Proven track record leading operational improvements and scalable processes.