Group Manager-Investor Services

Stone Coast Fund Services•Portland, ME

18d•Hybrid

About The Position

The Group Manager of Investor Services will have overall responsibility for the morale, cohesion, productivity, processes, and work product of the group. Accordingly, the group manager has full responsibility to:

Requirements

5-7 years of experience in the financial services industry, including years in progressively responsible investor services positions at a fund administrator
Proficiency with all aspects of investor transaction processing from investor setup through transaction confirmations and subsequent client reporting
Proficiency reading and understanding fund offering documents, regulatory guidance, entity formation documents, and other legal documents
Sound understanding of SEC, FINRA, AML, FATCA/CRS, Regulation S-ID and other regulatory requirements affecting funds and fund investors
Proficiency with Advent World-Investor, as well as the proprietary software and technology tools and databases utilize at Stone Coast to render investor services
Experience with and interest in drafting or reviewing business requirements documentation, and testing and analysis of new technology tools
Proficiency with Microsoft Office applications, especially Microsoft Excel

Responsibilities

Manage, develop, and motivate staff in the group
Foster harmonious relationships within the group, with colleagues outside the group and throughout the company, and with clients
Ensure that procedures and processes performed within the group are performed in accordance with department and firm-wide standards and protocols
Oversee the timeliness and quality of services delivered by the group to meet the goal of internal and external client satisfaction
Act as an effective conduit for communication and point of escalation within the group, and between the group and others—both internally and externally