What are the responsibilities and job description for the Senior Associate - Investor Operations position at Clarion Partners?
Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk / return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
The Investor Operations team provides a superior investor experience across its open end and closed end funds, including institutional and private wealth investors and intermediaries, ensuring adherence to compliance and regulatory requirements. The Investor Operations Manager will serve as a resource to various internal business groups, investors and third-party service providers to provide centralized and cross-functional support of investor onboarding, account activity, and investor inquiries. This role requires effective communication skills, strong organizational skills and the ability to work in a fast paced, dynamic group. The ideal candidate will have an eagerness to learn and thrive in an environment where it is important to prioritize and manage a multi-stream workload.
Responsibilities include, but are not limited to, the following :
- Perform onboarding for investors in both open end and closed end private equity funds, working with prospective and current institutional and private wealth investors, consultants and distribution agents to ensure accurate completion of subscription documents, collection of proper documentation for transactions and deadlines are met
- Assist in the management of all third-party fund administrator relationships, focusing on investor services and data integrations, creating and maintaining workflows to support various fund structures and distribution partnerships
- Coordinate the process and maintain data files for investor contributions, transfers and redemptions
- Coordinate with distribution partners and financial intermediaries on the distribution of private wealth funds, ensuring new investments and transfers are processed in accordance with established requirements
- Assist in the design and documentation of processes and controls for the team's core responsibilities and ensure they are updated and reviewed regularly
- Liaise with various groups throughout the organization and externally including client capital management, fund accounting, compliance, legal, information technology, investors, fund administrators, custodians, etc., providing a superior level of client service
- Provide support for the data capture and reconciliation of investor-related data for compliance and regulatory reporting
- Respond to investor inquiries with a superior level of customer service
- Participate in other group projects and initiatives that have a high level of strategic impact to build out the Investor Operations platform
- Perform analytics and data analysis
- Maintain ongoing understanding of and ability to discuss governing documents of the Clarion Partners funds (PPM, LPA, subscription documents, etc.)
Qualifications :
If based in New York, the base salary range for this position is USD $120,000 - $145,000. Actual base salary offered will be determined by several components including but not limited to the candidate's experience, job-related knowledge, and qualifications. Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Total compensation may vary based on role, location, and individual performance. For roles located outside of Los Angeles, please disregard the posted salary range as these roles will follow a separate compensation process based on the local market.
We offer generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.
Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.
Clarion Partners is committed to fostering a diverse and inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Salary : $120,000 - $145,000
