Senior Associate (Team Lead), Investor Communications - Documentation Team
Core
Lead the Investor Communications Documentation Team, overseeing investor onboarding, account maintenance, and regulatory compliance documentation.
Role type
Senior Associate (Team Lead), Investor Operations
Builds
Investor onboarding workflows, compliance documentation, and account maintenance processes
Domain
Financial Services / Investor Relations
Required skills
Team leadership, resource allocation, stakeholder coordination, regulatory documentation review, CRM data management, Excel proficiency
Preferred skills
CIMA AML knowledge, Microsoft Dynamics, tax law understanding
Responsibilities
Provide guidance and training to team members, monitor team capacity and metrics, lead calls with internal and external partners, oversee investor account onboarding and documentation review, ensure accuracy of CRM data
Seniority
Senior, hands-on IC with people management