About the Role:
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In this position, you will oversee the work performed by Investor Relations and Senior Investor Relations Specialists. Your collaboration with the Account Manager will assist in the training and development of team members, and your leadership will contribute to maintaining high service standards and compliance within the department.
Responsibilities:
- Supervise work performed by Investor Relations and Senior Investor Relations Specialists.
- Participate in training of team members; assist the Account Manager in the preparation and execution of staff development plans.
- Review trade packs, statements, and NAVs.
- Monitor and ensure that investor transactions are properly reconciled and all documentation is complete.
- Review and approve cash receipts and payments.
- Develop and review custom client reporting; liaise with IT to automate custom reporting.
- Review investor and client correspondence.
- Ensure adherence to controls and procedures; prepare and contribute to management control reports.
- Develop and monitor Service Level Agreements.
- Provide excellent service to both investors and clients through direct contact and support of your team.
- Take a leadership role as a subject matter expert for the department.
- Maintain knowledge of the current regulatory and compliance environment as it affects our services and/or clients.
- Participate in projects when required.
About You:
- You have a post-secondary education.
- 2-5 years’ experience in Financial Services, preferably Hedge Fund Administration and/or Client Service, with some exposure to accounting and performance reporting.
- Experience managing and training staff/people leadership.
- Possess knowledge of compliance and regulatory issues including Know Your Customer (KYC) and Anti-Money Laundering (AML) policies.
- Strong client relationship skills.
- Possess excellent Microsoft Office Suite and Outlook skills.
- Exceptional attention to detail.
- Superior written and verbal communication skills.
- Ability to multi-task and manage multiple projects and conflicting deadlines.
- Able to work with large volumes of data.
- Able to work independently and understand when to escalate.
- Able to learn and follow established policies and procedures.
Our Benefits:
Your well-being is of paramount importance to us, central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
We welcome and encourage applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
