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Tier-1 brand plus metro location and common investor-services profile yields moderate candidate competition.
Strong fund-services, hedge-fund processing and AML requirements limit cross-industry transferability.
Explicit 8–12 years requirement plus domain-specific fund servicing and AML expertise makes shortlisting stringent.
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Oversee day-to-day investor services operations, including processing investor activity and maintaining share registers.
Ensure compliance with fund documentation, anti-money laundering, statutory regulations, and company policies while opening accounts and processing transactions.
Produce MIS and operational reports, handle investor queries, and keep management informed of operational issues across multiple geographic locations.
8 to 12 years of work experience, preferably in financial services and investor servicing.
Third level qualification, preferably in a business or numerical discipline.
Strong knowledge of fund offering documentation, relevant domicile regulations, and internal policies, especially AML controls.
Work Experience Required: 8 to 12 years in relevant financial/investor services domain.
Experienced in hedge fund processing or similar fund administration environment.
Capable of managing detailed compliance and operational accuracy under pressure, including month-end workloads.
Able to collaborate effectively within a virtual, geographically dispersed team using key financial systems and IT tools.