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Investor Services Manager

Prior to completing this application, please ensure you have discussed applying for this position with your current manager and meet the transfer criteria as outlined in the Employee Handbook. Investor Services Manager Representatives who include coordinating the overall work plan and managing and monitoring work in progress. This work involves subscriptions, redemptions, transfers and AML/KYC document collation.   Providing coaching, training and leadership as necessary to the Investor Services team Point of contact for clients/investors to ensure overall client/investor satisfaction Acting as escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues Contributing to internal project initiatives, including technology and operational initiatives Developing culture of continuous efficiency improvements resulting in increased capacity Acting as a subject matter expert for Investor Services questions and issues Providing periodic reports and feedback to senior management on a multitude of Investor Services topics, client issues, and department initiatives.  Day-to-day interaction with other departments and counterparts to prevent/ resolve issues       Skills and Knowledge Desired:   Bachelor's degree in Finance or related field 6+ years' experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management, or securities analysis) and a strong familiarity with the workings of the capital markets A thorough knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department Strong knowledge of AML/KYC compliance Prior experience managing a team, preferably for transfer agency or investor services for hedge funds Demonstrated ability to manage complex projects and work effectively with corporate executives Solid project management skills Ability to work under pressure and manage tight internal and client deadlines Excellent communication skills, including written, listening and presentation abilities Excellent client relationship management skills  
Salary Range: NA
Minimum Qualification
5 - 7 years

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