Investor Services Manager LTD743 recruitment
Role Overview:
To manage, review and co-ordinate the workflow within the Investor Services Team.
- Account management
- Strong knowledge of the Investor Services world; subscriptions, redemptions, transfers, switches, AML, KYC, fund documentation, fund domiciles, cash flows, processes and systems.
- Strong knowledge of all day-to-day activities from an Investor Services perspective on the clients’ accounts
- Maintain and update logs of all open operational issues for Investor Services
- Track all IT development needs and raise them in the appropriate forums
- Management of all regulatory requirements and all corporate governance issues for the clients
- Ensure quality assurance of the work product going to the client
- Client management
- The single or initial Investor Services point of contact for the clients assigned to this position
- To control and oversee all client and investor communication from an Investor Services perspective
- The escalation point for client issues in parallel and partnership with the IS management in India
- Monitor and co-ordinate clients’ business pipeline in conjunction with the implementations team
- Responsible for regular face to face meetings with the clients, either at service review meetings or at specific Investor Services focused meetings.
- Project Management Skills
- To take ownership, management and leadership of all Investor Services aspects of the clients’ on going projects and ensure their timely delivery
- Overview, monitoring and management of all Investor Services open projects
- To control and oversee all client and investor communication from an Investor Services perspective in line with the projects
- Diarise and chair regular meetings around progress, next steps and achievements, in line with afore mentioned projects
- Circulate notes and/or reports on the project from an Investor Services perspective to the appropriate recipients
- The management of Investor Services for allocated clients and for new clients coming on board.
- To focus on and deliver upon strategic and development aspects of the business.
- To provide guidance and support to team members regarding client queries and to develop and implement solutions for all queries.
- Identify and implement improvements for Client Service Delivery.
- The continual on the job training and mentoring of team members.
- To create, develop and maintain procedures to ensure an efficient and effective workflow while enabling an excellent service to all clients.
- To provide excellent “internal customer service” working with other departments
- To keep up to date in regards to the dynamic changes within the business environment.
Professional Experience Required
- Degree level qualification required.
- A minimum of 7 years experience required within the Hedge Funds Industry, including direct contact with clients and proven management experience
- A thorough knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department.
- Proven track record with fund clients and/or investors
Personal Skills Required
- To take full responsibility and accountability for all aspects of the role.
- To be very client focussed.
- To show strong leadership by example.
- To be a self learner.
- To maintain and display a high level of professionalism when dealing with clients, investors and colleagues.
- To have a proactive approach to all challenges.
- To be self motivated.
- Ability to work under pressure within tight timeframes.
- Ability to organise and manage multi projects.
- Complete confidence regarding the decision making process and guiding staff.
- Excellent oral and written communication skills.
Key results areas:
- Satisfied clients while exceeding client expectations regarding client service delivery
- Reduction in errors and improvement in processes
- Good communication throughout the organisation and within the team.
- Efficient and effective procedures and processes in place.
- To gain optimum benefits from the technology that is available throughout the organisation.
About GlobeOp:
GlobeOp Financial Services (LSE:GO.) is an independent financial administrator specializing in middle and back office services and integrated risk reporting to hedge funds, asset management firms and other sectors of the financial industry – including family wealth, banks, insurance companies, pension funds and corporate treasuries.
By outsourcing to GlobeOp, clients can reduce their technology investments and operational risks, while increasing their focus on asset generation and portfolio management. Established in 2000, GlobeOp serves over 200 clients worldwide, representing $170 billion in assets under administration. Headquartered in London and New York, GlobeOp employs approximately 2,000 people on three continents through its 10 offices in the Cayman Islands, India, Ireland, the UK and US. Among hundreds of awards, GlobeOp was most recently named Best Administrator for Technology by HFMWeek, two years running, 2011 and 2010, and as Best North American Hedge Fund Administrator 2011, by Hedgeweek. Further information: www.globeop.com, www.twitter.com/GlobeOp, www.globeopindex.com