Investor Services Group Manager

Pro Search | Portland, ME, United States

Posted Date 7/19/2021

Investor Services Group Manager

Direct Hire Portland, Maine

  • Location: Portland, Maine
  • Type: Direct Hire
  • Job #17435

Our client, a hedge-fund administrator, is seeking a Group Manager of Investor Services. The IS Group Manager will have overall responsibility for the morale, cohesion, productivity, processes, and work product of the group. Accordingly, the group manager has full responsibility to:

  • 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

The ideal candidate has the following:

  • 5+ 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
  • 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
  • Four-year college degree

Salary will depend on experience and includes full benefits.

Pro Search is proud to be an affirmative action / equal opportunity employer. All qualified applicants will receive consideration without regard to race, creed, gender/sex, marital status, sexual orientation, citizenship status, color, religion, national origin, age, disability, veteran status, or any other status protected under local, state or federal laws.

Geographic Region
Greater Portland/Casco Bay

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