Associate Manager - Investor Services
Core
Lead and develop a team of Investor Services Officers while acting as a trusted partner to clients and investors, overseeing high-quality investor servicing solutions and operational excellence.
Role type
Associate Manager, Investor Services
Builds
Investor servicing solutions, operational processes, and compliance frameworks for private markets clients.
Domain
Financial Services / Private Markets / Fund Administration
Required skills
Team leadership and coaching, Investor services operations, Fund administration, FATCA/CRS reporting, Regulatory compliance (FSC), Client relationship management, Process improvement, Microsoft Office, Microgen
Preferred skills
ACCA or ICSA qualification, Experience with Omnibus Accounts, PEPs, and REPs
Responsibilities
Oversee day-to-day investor services operations and review work by Officers, Manage client and investor relationships to resolve issues proactively, Monitor investor transactions (subscriptions, redemptions, settlements, capital calls), Oversee compliance reporting (FATCA/CRS, AM/CFT, CDD) and investor onboarding, Coach and develop team members to drive performance and process improvements