Senior Associate - Investor Services
About The Position
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities.
Requirements
- At least three years of experience in private equity, AML/KYC, or a related role within alternative asset investment firms.
- Strong analytical skills specific to AML/KYC and demonstrate exceptional attention to detail in high-volume work environments.
- Communicate professionally and effectively, especially in writing, and provide outstanding client service.
- Manage multiple priorities and deadlines, collaborate well in teams, and are open to giving and receiving constructive feedback.
- Proficient in Microsoft Outlook, Excel, and Word.
- Experience or interest in managing and training offshore resources.
Responsibilities
- Verifies and leads AML/KYC reviews for both investor and investment levels using proprietary software, coordinating with onshore and offshore teams to meet client deadlines.
- Maintains detailed oversight of ongoing reviews.
- Manages client communications.
- Supports multiple Private Equity funds.
- Drives process improvements while ensuring accurate record keeping and team performance.
- Oversees offshore resources daily, ensuring adherence to client processes and maintaining high operational standards.
- Assesses and improves operational effectiveness, contributing to process development and ensuring proper record keeping across systems.
Benefits
- Generous paid time off, including 4 weeks of PTO that increases over time
- Sick time
- Paid holidays
- 401(k) plan with a company match (subject to eligibility)
- Medical insurance
- Dental insurance
- Vision insurance
- Mental health support
- Additional ancillary insurance plans
- Paid parental leave
- Hybrid work schedule
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
