What are the responsibilities and job description for the Vice President – Investor Services position at Waystone?
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 Executive Director, the Vice President – AML Investor Services will be an integral part of the team’s success.
Essential Duties And Responsibilities
This role offers the opportunity for the successful candidate to join a dynamic team and to develop their knowledge and skills base to enjoy a career in Investor Services in the Funds industry.
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
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 Executive Director, the Vice President – AML Investor Services will be an integral part of the team’s success.
Essential Duties And Responsibilities
This role offers the opportunity for the successful candidate to join a dynamic team and to develop their knowledge and skills base to enjoy a career in Investor Services in the Funds industry.
- Manage the Investor Services team including training and professional development
- Develop and maintain client confidence and belief in the company’s vision and strategy for delivering stakeholder value
- Complete and maintain AML requirements for investor transactions for varying investor types
- Conduct periodic review in accordance with company and regulatory controls
- Maintain an overview of complete and incomplete AML records and ensure timely action is taken to make all investors AML compliant
- Act as an escalation point for AML related queries
- Assist in drafting and documenting operational procedures, policies and processes in conjunction with the compliance department and ensuring AML system updates are carried out
- Work closely with the compliance department to ensure all AML procedures are followed in accordance with the company’s Anti-Money Laundering procedures manual
- Participate in special projects within the group including quality control and process improvements and AML/CDD remediation projects for non-compliant investors
- Assist with new client onboarding, relaying full CDD requirements for varying investor types in varying jurisdictions
- Full understanding of FATCA/CRS and the ability to apply FATCA/CRS classifications
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 8 years in an Investor Services role in a Hedge Fund Administrator
- A minimum of 4 years in a management position
- Experience of HWM Mantra would be an advantage
- A university degree (B.A./ B.Sc./ M.B.A.) in Business
Salary : $2
