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Tier-1 brand, metro location, generalist associate role, and broad skill requirements increase competition.
Fund-services, offering-document and AML knowledge make the role industry-specific and less transferable.
Explicit 1-2 years requirement and domain-specific investor-services experience increase shortlisting rigor.
Manage day-to-day investor services including processing subscriptions, redemptions, and account openings in compliance with fund documentation and AML regulations.
Handle investor and fund manager queries via email and fax, escalating issues when necessary, and distribute relevant investor documentation.
Produce MIS and operational reports, maintain accurate fund records, and communicate operational issues to management across Mumbai, Westchester, and Dublin.
1-2 years work experience preferred in financial services, ideally with investor servicing or hedge fund processing.
Third-level qualification, preferably in business or numerical discipline.
Strong knowledge of fund offering documentation, AML controls, and relevant statutory regulations.
Ability to operate virtual teams across geographies and adapt to high work volume periods such as month-end.
Experienced in investor servicing within hedge fund or related financial services environment familiar with fund documentation and regulatory compliance.
Detail-oriented with strong organizational skills and capable of managing operational risks effectively.
Comfortable working in virtual teams across multiple time zones and handling communication with global stakeholders.