Investor Services - Senior Associate - ISG Operations
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Job Description
Structured overview of role & requirementsAbout This Role
Manage day-to-day investor services including processing investor transactions, opening new investor accounts, and ensuring compliance with fund documentation and anti-money laundering requirements.
Handle investor and fund manager queries professionally, provide investor statements and documentation, and maintain accurate fund records.
Produce internal operational reports and keep management in Mumbai, Westchester, and Dublin informed of operational issues, ensuring service delivery meets agreed SLAs.
Minimum Requirements
2 to 4 years of prior work experience preferably in financial services and investor servicing; hedge fund processing knowledge is a strong advantage.
Strong knowledge of anti-money laundering controls, fund offering documentation, relevant domicile regulations, and internal policies.
Ability to handle increased workloads, work under pressure, and operate within a virtual global team across time zones.
A third-level qualification, preferably in a business or numerical discipline.
Ideal Candidate Profile
Experienced in investor services within financial services, ideally with exposure to hedge funds and fund operations.
Detail-oriented with strong administrative and organizational skills focused on accuracy.
Capable of working virtually across multiple time zones and collaborating effectively with global teams.
