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Tier-1 bank, metro Bengaluru location, and mid-level generalist investor services role increases applicant competition.
Requires fund administration and AML experience, making skills less transferable across industries.
Mandatory 2-4 years plus investor-servicing and AML knowledge implies strict filtering.
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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.
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.
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.