Associate Director
Core
Supervise multiple teams to deliver operational, client, and regulatory services for hedge funds, private equity, and managed accounts.
Role type
Senior IC associate director (investor services)
Builds
Cloud-based fund services, tax services, derivatives processing, and managed services for institutional clients
Domain
Financial services / Fund administration
Required skills
Supervisory experience, Financial services knowledge, Microsoft Office proficiency, Database management, Investor reporting, Wire processing, Fund document review, Team training coordination
Preferred skills
Hedge funds/private equity knowledge, ERISA/Blue Sky compliance knowledge, Application testing
Responsibilities
Supervise multiple teams and manage performance appraisals, Act as escalation contact for clients, Coordinate new client business meetings, Analyze and review fund launch/conversion data, Work with external auditors for due diligence, Review and validate investor reporting, Review/approve wire instructions and transactions, Maintain databases and dashboards, Respond to investor and fund manager inquiries, Perform database and application testing
Seniority
Senior, hands-on IC with supervisory responsibilities