Investor Relations/Client Services Associate

Company: Whitecap Search
Location: Greenwich
Posted on: May 21, 2023

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