Stephen Baranowski, Head of Client Ops – Adams Street Partners (EP.20)
Investment Management Operations
00:00
Adapting to Different Client Demands
This chapter explores how the speaker's team at Adam Street Partners adjusted their communication flow to cater to the specific demands of different clients, including providing specialized reporting, detailed investment information, expense information, and tax reporting. They discuss the importance of connecting different teams and data points to ensure everyone is on the same page, and highlight the evolving hiring needs for roles like accountants, treasury operations personnel, and head of tax. The chapter also examines the differences in process and workflow when using an external administrator versus handling tasks in-house.
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