Associate - Investor Services

Added
11 days ago
Type
Full time
Salary
Salary not provided

Related skills

excel aml fund administration fatca common reporting standard

πŸ“‹ Description

  • Take ownership of investor servicing activities on assigned items.
  • Support onboarding of new investors for a smooth start.
  • Build strong relationships with advisers, fund directors, and partners.
  • Respond to investor queries professionally and promptly.
  • Prepare capital call and distribution notices with accuracy.
  • Maintain investor records with data integrity.

🎯 Requirements

  • Experience in fund administration or investor services.
  • Knowledge of AML and regulatory reporting (FATCA/CRS).
  • Strong communication and stakeholder relationship skills.
  • Excellent attention to detail and Excel proficiency.

🎁 Benefits

  • Hybrid work arrangement
  • Flexible working hours
  • Private pension plan
  • Private medical insurance with catastrophe cover
  • Employee recognition program and spot bonuses
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