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Investor Services Manager
Ref No.: 17-03675
Location: New York, New York
Position Type:Full Time
Pay Rate : $ 80,000.00 - 100,000.00 /Year
Responsibilities Include: Managing a team of Investor Services representatives which includes coordinating the overall work plan and managing and monitoring work in progress.This work involves subscriptions, redemptions, transfers andAML/KYC document collation Providing coaching, training and leadership as necessary to the Investor Services team Point of contact for clients/investors to ensure overall client/investor satisfaction Acting as escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues Contributing to internal project initiatives, including technology and operational initiatives Developing culture of continuous efficiency improvements resulting in increased capacity Acting as a subject matter expert for Investor Services questions and issues Providing periodic reports and feedback to senior management on a multitude of Investor Services topics, client issues, and department initiatives Day-to-day interaction with other departments and counterparts to prevent/ resolve issues Experience and Skills Required: Bachelors degree in Finance or related field 6+ years experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management, or securities analysis) and a strong familiarity with the workings of the capital markets A thorough knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department Strong knowledge of AML/KYC compliance for US and Cayman Prior experience managing a team, preferablyfor transfer agency or investor services for hedge funds Demonstrated ability to manage complex projects and work effectively with corporate executives Solid project management skills Ability to work under pressure and manage tight internal and client deadlines Excellent communication skills, including written, listening and presentation abilities Excellent client relationship management skills
Third Party Applications Not Accepted