Senior Associate, Investor Services
On-siteLondon, England, United Kingdom
Job Summary
Manage investor onboarding processes, including document review for Subscription Agreements, AML/KYC, and tax filings, while ensuring accurate data capture and reconciliation with Fund Administrators. Liaise with Fund Accounting, Investor Relations, and Relationship Management teams globally to streamline operations across Legal, Compliance, and Technology functions. Proactively build networks with external vendors to facilitate collaboration and promote best practices, while coordinating complex client inquiries and resolving data room document dissemination issues. Lead and manage team members, documenting scalable workflows and utilizing technology to drive operational improvements.
Required Qualifications
- Strong team player who enjoys collaboration, working cross-functionally and demonstrates willingness to assist with various tasks, as needed
- Critical thinker with ability to think creatively to troubleshoot and resolve issues
- Comfortable and capable of managing multiple priorities from multiple sources, including internal and external requestors
- Ability to prioritize and multi-task under pressure, across time zones delivering competing responsibilities in an accurate manner within the required deadlines
- Proven track record in coordinating multiple activities within the required deadlines
- Experienced in customer service, with a high attention to detail and customer experience to provide the best-in-class client experience
- Demonstrate a high level of integrity to protect sensitive client information
- Outstanding presentation, communication, writing, and interpersonal skills
- Ability to initiate, plan and implement change
- Strong Microsoft suite skills, especially Excel and PowerPoint skills and AI tools
- Eagerness to learn and grow within the alternative investment industry
- University graduate with outstanding academic record
- 6-8 years of professional experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services
Desired Qualifications
- Experience with Salesforce and/or Intralinks is a plus
- Experience working with alternative asset classes is a plus
- Spoken or written multilingual proficiency is a plus
- Visio is a plus
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