Investor Services Professionals are sought to process investor transactions and communicate effectively with investors.
Key Responsibilities:
* Process subscriptions, ensuring all necessary documentation is in place and transactions are accurately recorded.
* Handle redemptions by reviewing requests, verifying signatories and bank details, and entering redemption on the system.
Critical Communication Skills:
* Communicate investor activity and fund performance with both investors and clients.
* Distribute statements and payment notifications as required.
* Risk Management:
* Identify and report any unusual or suspicious transaction activity.
Successful candidates will possess strong administrative skills, excellent communication abilities, and a keen eye for detail. Proficiency in MS Office, particularly Word, Excel, and PowerPoint, is essential. Analytical skills and ability to meet deadlines under pressure are also crucial.