We are seeking exceptionally intelligent, driven, and hard working individuals to be 100% focused on providing best of breed investor services to sophisticated global investors.
This position requires exceptional analytical capabilities, strong organizational skills, attention to detail, succinct communication skills, and a dedication to excellence. We are looking for those candidates that have a genuine drive to make everything they touch better; those that are not afraid to question what they do not understand or agree with. If this describes your personality, we would love to hear from you.
RESPONSIBILITIES:
Facilitate new account openings, account closings and account amendments; document fulfillment; subscription and redemption processing
Additions, withdrawals, and trading level processing
Distribute Offering Memorandums to potential investors
Investor communications
Facilitating investor audit requests
Facilitating fund closures; participating in the fund launch process
Maintenance of investor registries and investor information for reporting
Development and maintenance of investor information database for internal use.
Coordinating with external fund administrators and custodians
Managing cash flows with banks and investors; respond to inquiries from investors and prepare appropriate responses
Facilitate investor information requests and disseminate accurate information
Much more!
QUALIFICATIONS:
Sorry, there is no sponsorship or visa transfer available for this position.
Minimum of a Bachelors degree from a top US University with an exceptionally competitive GPA. Prefer candidates with cumulative GPA's at or above 3.5/4.0
Prior experience in an investor support role would be highly preferable, but will consider a top new graduate with internship experience revolving around investor services/relations.
Excellent computer skills (Word, Excel, Outlook). Must have intermediate Excel skills; Experience with document management software such as Interwoven would be idal, but not absolutely required.
Exceptionally intelligent; motivated; pro-active;
Exceptional English oral and written communication skills.