Associate Manager - Investor Services
Core
Lead and develop a team to deliver exceptional service to a diverse portfolio of fund clients and investors, overseeing investor servicing activities and ensuring operational excellence.
Role type
Associate Manager, Investor Services
Builds
Investor servicing operations, compliance reporting, and client relationship management for fund clients
Domain
Financial Services / Fund Administration / Investor Relations
Deliverable
client delivery
Required skills
Team leadership and coaching, investor services operations, fund administration, FATCA/CRS reporting, customer due diligence, regulatory compliance (FSC), transaction monitoring (subscriptions, redemptions, transfers), process improvement
Preferred skills
ACCA or ICSA qualification, Microsoft Office proficiency, Microgen working knowledge
Technologies
Microgen, Microsoft Office
Responsibilities
Oversee day-to-day investor services operations and review work by Officers; manage client and investor relationships; monitor investor transactions; oversee FATCA/CRS reporting and investor onboarding; coach and develop team members
Seniority
Mid-Senior, hands-on IC with people management