What are the responsibilities and job description for the Senior Investor Services Associate position at Alter Domus?
ABOUT US
We are Alter Domus. Meaning “The Other House” in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries.
With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take.
Find out more about life at Alter Domus at careers.alterdomus.com
JOB DESCRIPTION:
- Attend and complete all assigned trainings
- Attend and participate in relevant internal and external calls
- Process and index all pertinent emails accurately and efficiently
- Show ownership and ability to prioritize tasks, work on multiple assignments, and ensure assigned tasks are completed in a timely fashion
- Follow and maintain compliance with company policies and procedures
- Assist the department in mitigating the risks of errors
- Manage client's expectations and turnaround times by effectively communicating both externally and internally
- Provide support to third parties when necessary (Investors, Advisors, Clients, Bankers, etc.)
- Review investor documentation and provide comments
- Maintain investor documentation and KYC documents, organizing them on internal drives
- Create and maintain investor CRM data in systems
- Help manage the investor services call line and effectively direct communication to appropriate departments
- Communicate escalations to management in a timely manner
- Assist in posting documents on CorPro
- Understand basic KYC requirements
- Demonstrate advance email etiquette
- Assist in training current and new team members
- Participate in enhancements, testing, and projects, providing relevant feedback
- Review and provide feedback on Associate I's work
- Manage and lead Investor Services' portion of weekly/monthly client calls with minimum support
- Help maintain Stand Operation Procedures (SOP) that meets Alter Domus' and industry standards
- Serve as a back-up to Account Manager
- Handle complex clients independently
- Process and complete workload without assistance
- Provide solutions in ad hoc situations
- Deliver monthly information for all areas of operation in line with KPI's and SLA's
- Work with management, team and clients on escalations
- Deliver and produce structured trainings for groups, associates, and new hires
- Provide feedback on enhancements and projects
- Review and provide feedback on Associate I's and Associate II's work
- Assist in managing new client onboarding calls within Alter Domus' SOP
- Manage / assist in leading a small team of direct reports and their clients
- Manage / maintain relevant systems/files for billing clients for Investor Service related tasks
- Be a Subject Matter Expert in various Investor Services topics
- Assist in performance and development of direct reports
- Help drive Investor Services Key Performance Indicators (KPI's) and help with team allocations
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WHAT WE OFFER:
We are committed to supporting your development, advancing your career, and providing benefits that matter to you.
Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.
Our global benefits also include:
- Support for professional accreditations such as ACCA and study leave
- Flexible arrangements, generous holidays, birthday leave
- Continuous mentoring along your career progression
- Active sports, events and social committees across our offices
- Support with mental, physical, emotional and financial support 24/7 from our Employee Assistance Program
- The opportunity to invest in our growth and success through our Employee Share Plan
- Plus additional local benefits depending on your location
Equity in every sense of the word
We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong.
We celebrate our differences, and understand that our success relies on diverse perspectives and experiences, working towards shared goals and a common purpose. Thanks to the work of our Group DE&I Committee and network of DE&I Champions, we empower all of our people to be truly invested in the alternative.
We are committed to ensuring an inclusive recruiting and onboarding process. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you.
(Alter Domus Privacy notice can be reviewed via Alter Domus webpage: https://alterdomus.com/privacy-notice/)
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