Unique chance to become part of a growing team that values collaboration and continuous improvement! Small team with a lot of exposure. 3-4 days a week in office.
Investor Services – Associate
in Financial Services PermanentJob Detail
Job Description
Investor Services – Associate
Role Overview – In this position, you will play a key role in onboarding new stakeholders and supporting due diligence procedures related to regulatory standards. Core responsibilities include:
-Engaging in routine correspondence with clients and external parties concerning transactions involving private investment vehicles managed by the organization.
-Executing procedural tasks to align with internal protocols for identity verification and risk assessment.
-Updating and maintaining participant records across various internal systems.
-Coordinating internal task flows and meeting project timelines, with a focus on optimizing efficiency and minimizing operational risk.
Candidate Profile
Ideal Background & Competencies:
-Undergraduate degree with strong academic standing
-Familiarity with regulatory verification processes is advantageous
-Exceptional communication and relationship-building skills
-Comfortable balancing concurrent deadlines and tasks
-Well-organized, deadline-driven, and detail-oriented
This is a unique chance to become part of a growing team that values collaboration and continuous improvement.
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