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Oak Hill Advisors

Credit-focused investment firm with active management

Vice President - Client Services

Customer SuccessConfirmed live in the last 24 hours
Full-timeFort Worth, TX, USANo salary listed

About the Job

Requirements

  • A bachelor's degree with proven academic success is required.
  • Seven to ten years of client service experience at an investment firm is preferred.
  • Strong analytical and organizational skills are required.
  • Excellent oral and written communication skills are required.
  • The candidate must be extremely detail-oriented, organized, accurate, and thorough.
  • The candidate must have a strong work ethic and a proactive, team-oriented attitude, and strive to contribute and improve efficiencies.
  • The candidate must be able to manage a large volume of work in a fast-paced, high-energy environment.
  • Advanced knowledge of Microsoft Office software, including Word, Excel, PowerPoint, Office, and Adobe Acrobat, is preferred.
  • Experience with the Salesforce CRM system is preferred.

Responsibilities

  • Take responsibility for the overall execution of investor communication.
  • Coordinate with Investor Relations, Legal, and Accounting team members to provide timely responses to investor and prospective-investor inquiries concerning fund administration, tax, compliance, and related topics.
  • Handle new-client onboarding, coordinate documentation, establish reporting requirements, and update contact information and distribution lists.
  • Manage documentation for inflows and outflows across OHA products, including working directly with investors to address documentation deficiencies.
  • Coordinate with third-party administrators to process subscriptions and redemptions and handle anti-money laundering, know-your-customer, and other investor issues.
  • Coordinate with Investor Relations and Treasury team members to process updates to wire instructions and authorized signatory lists.
  • Coordinate with outside counsel and Legal and Accounting departments to implement and document transfer requests.
  • Manage the incoming cash process to ensure funds are reviewed and cleared promptly.
  • Participate actively in developing and maintaining the investor database.
  • Support key client coverage initiatives, including the annual investor conference.

Desired Qualifications

  • Seven to ten years of client service experience at an investment firm is preferred.
  • Advanced knowledge of Microsoft Office software, including Word, Excel, PowerPoint, Office, and Adobe Acrobat, is preferred.
  • Experience with the Salesforce CRM system is preferred.

About the Company

Oak Hill Advisors

Credit-focused investment firm with active management

Oak Hill Advisors focuses on credit markets, managing investments across high yield, leveraged loans, structured products, distressed assets, and private credit for institutional clients. The firm uses active, fundamental, value-based analysis with disciplined risk controls to identify opportunities across global credit markets and aim for attractive returns. It differentiates itself by more than 30 years of experience, a cycle-tested approach, a strong emphasis on downside protection, and a proven track record in responsible investing. Its goal is to deliver strong, risk-adjusted returns for pension funds, insurers, and endowments while preserving capital across market cycles.

Company size
501-1,000
Company stage
Acquired
Total funding
Not listed
Headquarters
New York City, New York
Founded
1991

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