Demo

Assistant Vice President – Investor Services

Waystone
Fair Lawn, NJ Full Time
POSTED ON 2/5/2025
AVAILABLE BEFORE 3/5/2025
Waystone leads the way in specialist services for the asset management industry.

Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.

With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.

Summary: Reporting to the Vice President- Investor Services, the Assistant Vice President- Investor Services will be an integral part of the team’s success.

Essential Duties And Responsibilities

The roles consist of managing a small number of client relationships, ensuring superior client service and the delivery of accurate information in a timely fashion. The successful candidate will have responsibility for their clients’ portfolios from start to finish. This will include (but is not limited to) the following:

  • Build a relationship with the stakeholders of the funds
  • Understanding of fund structures, investment strategies, performance fee calculations, AML & compliance regulations.
  • Processing of subscriptions & redemptions and any other adhoc investor activity
  • Excellent written and oral communication
  • Deliver a high level of service and immediate response time to all client and investor queries
  • Manage client-specific requests and define projects to develop processes to improve the product offering
  • Work with external auditors in preparation of year end financial statements for the Funds
  • Work closely with the Compliance Officer to ensure all AML procedures are followed in accordance with the company’s Anti-Money Laundering procedures manual
  • Review and approve payments

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience

  • A minimum of 5 years in an Investor Services role in a Hedge Fund Administrator
  • A minimum of 2 years in a management position
  • Experience of Mantra by Deep Pool would be an advantage

Education

  • A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specialising in accountancy or another financial-related discipline).

Salary : $2

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Assistant Vice President – Investor Services?

Sign up to receive alerts about other jobs on the Assistant Vice President – Investor Services career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$51,089 - $70,406
Income Estimation: 
$67,266 - $87,335
Income Estimation: 
$67,266 - $87,335
Income Estimation: 
$83,288 - $105,527
Income Estimation: 
$44,743 - $58,443
Income Estimation: 
$53,542 - $65,893
Income Estimation: 
$83,288 - $105,527
Income Estimation: 
$82,955 - $120,184
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Waystone

Waystone
Hired Organization Address Fair Lawn, NJ Full Time
Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors...
Waystone
Hired Organization Address Fair Lawn, NJ Full Time
Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors...
Waystone
Hired Organization Address Fair Lawn, NJ Full Time
Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors...

Not the job you're looking for? Here are some other Assistant Vice President – Investor Services jobs in the Fair Lawn, NJ area that may be a better fit.

Vice President – Investor Services

Waystone, Fair Lawn, NJ

Assistant Vice President - Fund Accounting

Waystone Governance Ltd., Fair Lawn, NJ

AI Assistant is available now!

Feel free to start your new journey!