Investor Relations/Client Services Associate
Company: Whitecap Search
Location: Greenwich
Posted on: May 21, 2023
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Job Description:
Leading Distressed Credit fund is looking to hire for a unique
client service opportunity with a blend of client service and
operational responsibilities. This individual will be expected to
become an SME on the fund's investor base as well as investor
capital activities.Job Function:Working towards becoming an SME on
the firm's investor base and investor capital activities.Oversee
investor subscription, redemption, and transfer processesCollect
appropriate investor documents and review w/ fund administrator and
fund counsel, including capital activity forms and other documents
related to investor regulatory complianceAssist investors with
document completion and other questions related to their
investmentsMaintain internal investor capital activity and
regulatory compliance databasesWork with fund administrator to
ensure smooth and accurate processing of capital activity and
investor recordsPartner with internal and external fund counsel and
fund administrators to implement new investor-focused rules and
regulationsProactively identify and implement process improvements
across functional scope but also work on cross-functional projects
to improve the flow of information across the firmJob
Requirements:BS degree in Finance or related degree2-6 years of
relatable experience in financial services;Excellent writing and
communication skills; attention to detail; sound judgement; strong
work ethic; client-service focused mentality; confident and not
afraid to ask intuitive questionsDisclosure: The hourly rates
and/or salaries listed may or may not reflect total compensation
packages including bonus and fringe benefits, etc., nor are the
advertisement(s) posted a guarantee of a certain compensation
package for a position or bona fide offer of employment. All
qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, sexual orientation,
gender identity, national origin, or protected veteran status and
will not be discriminated against on the basis of
disability.14465
Keywords: Whitecap Search, Greenwich , Investor Relations/Client Services Associate, Other , Greenwich, Connecticut
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