Posted 1 month ago
Vice President, Client Services
AI Summary
Manages client relationships and investor communications for a credit-focused alternative asset manager, handling onboarding, documentation, cash processing, and coordination with legal, accounting, and treasury teams.
About this role
About Oak Hill Advisors
Oak Hill Advisors, L.P., including its affiliated investment advisors (the “Firm” or “OHA”), is a leading global credit-focused alternative asset manager with over 30 years of investment experience. OHA works with institutions and individuals and seeks to deliver a consistent track record of attractive risk-adjusted returns. The Firm has approximately $112 billion in assets under management (AUM) across credit strategies, including private credit, high yield bonds, leveraged loans, stressed and distressed debt and collateralized loan obligations as of June 30, 2026. With over 400 experienced professionals across seven global offices, OHA brings a collaborative approach to offering investors a single platform to meet their diverse credit needs. OHA is the private markets platform of T. Rowe Price Group, Inc. (NASDAQ – GS: TROW). For further information about OHA, please visit www.oakhilladvisors.com.
Primary Responsibilities
- Responsible for overall execution of investor communication
- Coordinate with members of the Investor Relations, Legal and Accounting teams to provide timely responses to investor and prospective investor inquiries, relating to various topics such as fund administration, tax, and compliance
- Responsible for new client onboarding, coordination of all documentation, setting up reporting requirements and updating of all contact information and distribution lists
- Manage documentation for all inflows/outflows across OHA products including directly iterating with investors on any documentation deficiencies
- Coordinate with third party administrators to process subscriptions and redemptions and handle AML/KYC and other investor issues
- Coordinate with members of the Investor Relations and Treasury teams to process updates to wire instructions and authorized signatory lists
- Coordinate with outside counsel as well as Legal and Accounting departments to implement and document all transfer requests
- Manage incoming cash process to ensure funds are reviewed and cleared in a timely manner
- Play active role in development and maintenance of investor database
- Support other key group client coverage initiatives including annual investor conference
In-Office Requirement: Employees are required to follow the in-office work schedule. Currently, OHA’s [ XX Department] team in Fort Worth follows a hybrid model where employees work in-office Tuesday through Thursday. Employees have the flexibility to work remotely on Mondays and Fridays. This schedule is subject to change based on organizational needs and policies.
Qualifications
- Bachelor’s degree with proven academic success
- 7-10 years of client service experience at an investment firm preferred
- Strong analytical and organizational skills; excellent oral and written communication skills
- Extremely detail oriented, organized, accurate and thorough
- Strong work ethic and proactive, team-oriented attitude; strive to contribute and improve efficiencies
- Proven ability to manage a large volume of work in a fast paced, high energy environment
- Advanced knowledge of Microsoft Office software: Word, Excel, PowerPoint, Office, Adobe Acrobat preferred
- Experience with Salesforce CRM system preferred
Benefits
We invest in our people through a wide range of programs and benefits offerings, including:
- Competitive total compensation and generous retirement plan contributions
- Health and Welfare benefits (medical, dental, vision, life and disability)
- Tax-efficient vehicles to cover out-of-pocket health care costs, commuting expenses and dependent care expenses
- Wellness programs (fitness reimbursement, Employee Assistance Program)
- Access to discounted voluntary benefits that provide supplemental coverage for a variety of situation
Equal Employment Opportunity
It is the policy of OHA to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, sex (including pregnancy, perceived pregnancy, childbirth, breastfeeding and related medical conditions), gender, gender identity, gender expression, national origin, age, disability, medical condition, caregiver status,
military or veteran status, sexual orientation, pregnancy, marital status, partnership status, status as a victim of domestic violence, sexual assault, or stalking, gender identity or expression, alienage or citizenship status, arrest or conviction record, genetic information, reproductive health decision-making, or any other status or condition protected, in each case
to the extent protected by applicable federal, state or local law (“protected characteristic”). This policy applies to applicants and employees and to all aspects of employment including recruitment, hiring, training, compensation, benefits, promotion, discipline, discharge and all other terms and conditions of employment.
Our policies may change as our working lives evolve. However, our commitment to supporting our employees’ well-being and addressing the needs of our investors, business and communities is and will remain unwavering
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