Associate, Investor Services

Job Description

• Support organizational and project management efforts across the Investor Services team ​
• Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology​
• Provide on the job training and guidance on team processes and best practices to colleagues
• Respond and resolve investor-related inquiries and/or requests within a timely manner
• Identify and escalate complex cases or queries to senior team leads​
• Manage investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents
• Capture investor data during the onboarding process and investor lifecycle maintenance​
• Reconcile data to Fund Administrators’ and follow procedures to resolve any breaks​
• Implement, action, review and oversee investor data rooms – including set up, document and contact maintenance ​
• Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes ​to drive change
• Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel

Education: ​

• College graduate with outstanding academic record​

Experience Required:  

• 3-5 years of professional experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services ​
• Experience with Salesforce and/or Intralinks is a plus​
• Experience in customer service is a plus​
• Experience working with alternative asset classes is a plus
• Spoken or written multilingual proficiency is a plus

General Requirements: ​

• Strong team player who enjoys collaboration, working cross-functionally and demonstrates willingness to assist with various tasks, as needed
• Problem solver with ability to research solutions and identify potential resolutions
• Critical thinker with ability to think creatively to troubleshoot and resolve issues​
• Comfortable and capable of managing multiple priorities from multiple sources, including internal and external requestors​
• Ability to prioritize and multi-task under pressure and across time zones to drive processes and results

• High attention to detail and customer experience to provide a best-in-class client experience​

• Demonstrate a high level of integrity to protect sensitive client information
• Outstanding presentation, communication, writing, and interpersonal skills​
• Expert Microsoft suite skills, especially Excel and PowerPoint​ skills, Visio is a plus

Reporting Relationships

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.