Overview
Our client provides an end-to-end service offering to alternative investment clients (hedge funds, fund of hedge funds and private equity funds) and their investors.
You will be required to support day-to-day activities as well as providing thought leadership and change execution expertise to the IR team as a whole. Working within the IR team to support delivery of IR services to clients across the division.
Position Responsibilities
- serve as a contact for a portfolio of clients and their investors; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve queries timely and accurately
- build relationships with clients, investors, other teams, third parties, as well as with other business groups across the wider organisation
- review and drive the transactional workflow including maker/checker activities for investor transactions and resolve any outstanding documentation, including KYC/AML documents
- perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes
- partner within the IR department and across the broader AIS teams to ensure the completion of all end-to-end processes in line with policies
- support and execute systems implementations / data migrations
- contribute to the re-engineering of the IR operating model
- look to modify / iterate processes and procedures to continually improve accuracy, reduce redundant processes, create efficiencies and mitigate risk
- assist in driving adoption of "follow-the-sun" service model
- support the identification of risk areas and the closure of remediation plans
- coach and support the development of junior staff
- contribute to the production of MIS/KPIs for the department
- work closely with colleagues in our global teams and on a cross-functional basis as required
- drive excellence in the documentation of processes and procedures
- work closely with other teams/departments to ensure the timely and effective delivery of services and to meet business objectives.
- performs other duties as assigned by team management
Qualifications
- Experience in the alternative investment servicing industry with experience in investor relations, regulatory practices and operations. Knowledge of technology used by IR
- A strong technical knowledge of hedge funds from an operational perspective as well as an understanding of the products, asset classes and fund structures offered by asset managers is essential
- Proven ability to be effective across a matrixed environment; proven ability to assist in implementing solutions and delivering against timeframes and budgets
- Experience managing individuals with the proven ability to work with and motivate teams. This would include providing direction, coaching and effective feedback to team members
- Proven experience coordinating multiple assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organisation skills. Expected to cite examples of organisation and time management/methods used to manage or prioritise workload demands
- Must be able to demonstrate knowledge of the regulatory framework in which the industry operates
- Sensitivity to regulatory as well as risk and control matters
- Ability to develop and maintain client relationships
- Possesses and displays excellent written and verbal communications skills; including experience conducting formal presentations to potential fund clients
- Proven examples of effective decision-making skills when faced with multiple alternatives
- Demonstrated ability to effectively interact and communicate with senior staff
- Proven examples of self-motivation and experience working under limited supervision
Job Requirements
- Bachelors degree required
- Minimum 4 years of related work experience
- Extensive working knowledge of Microsoft Office products including Word, Excel, Access, Visio and Outlook (or similar email program)
- Proficiency in SQL would be advantageous
- Proficient in project management software such as MS Project would be advantageous
- Strong knowledge and understanding of Hedge Fund Accounting/Investor Relations systems
- Problem solving
- Leadership
- Influence others