Senior Associate, Team Lead (Investor Communications, Documentation Team)
About The Position
The Senior Associate (Team Lead) will join the Firm's growing Investor Communications Group which serves as a key point of contact for the Firm’s investor base. Responsibilities include, but not limited to: Serving as the primary escalation point, providing guidance, training and development to team members Monitoring team capacity, metrics and priorities, reallocating resources as needed to ensure timely execution Leading and coordinating calls with internal stakeholders and external legal partners Overseeing investor account onboarding and ongoing maintenance, including the review and analysis of subscription, fund legal, AML/KYC and related documentation Managing the internal review process for onboarding documentation across new and existing funds Providing oversight for Investor Communications initiatives and related projects Ensuring the accuracy and quality of CRM data and team deliverables
Requirements
- Bachelor’s degree required
- 5+ years of related experience
- Experience managing direct reports is required
- Proven leader with ability to motivate team members especially during periods of high investor volumes
- Meticulous attention to detail and accuracy
- Excellent organizational and prioritization skills
- Demonstrated ability to work well both independently and as part of a team
- Proficiency in Excel
Nice To Haves
- Strong understanding of KYC requirements and / or CIMA AML is a plus
- Knowledge of Microsoft Dynamics is a strong plus
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Responsibilities
- Serving as the primary escalation point, providing guidance, training and development to team members
- Monitoring team capacity, metrics and priorities, reallocating resources as needed to ensure timely execution
- Leading and coordinating calls with internal stakeholders and external legal partners
- Overseeing investor account onboarding and ongoing maintenance, including the review and analysis of subscription, fund legal, AML/KYC and related documentation
- Managing the internal review process for onboarding documentation across new and existing funds
- Providing oversight for Investor Communications initiatives and related projects
- Ensuring the accuracy and quality of CRM data and team deliverables
Benefits
- full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
