Vice President - Investor Services

About This Role

Manage client relationships and lead an Investor Services team, ensuring superior service and accurate information delivery for investment funds and asset managers.

Responsibilities

• Manage the Investor Services team including training and professional development
• Develop and maintain client confidence and belief in the company’s vision and strategy for delivering stakeholder value
• Deliver a high level of service and immediate response time to all client and investor queries
• Manage client-specific requests and define projects to develop processes to improve the product offering
• Work with external auditors in preparation of year-end financial statements for the Funds
• Manage CRS reporting including FATCA reporting
• Work closely with the Compliance Officer to ensure all AML procedures are followed in accordance with Waystone Anti-Money Laundering procedures manual
• Participate in special projects within the Waystone group including quality control and process improvements

Requirements

• 8+ years of experience in an Investor Services role in a Fund Administrator
• 4+ years in a management position
• Understanding of fund structures, investment strategies, performance fee calculations, AML & compliance regulations

Qualifications

• A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specialising in accountancy or another financial-related discipline)
• A minimum of 8 years in an Investor Services role in a Fund Administrator, and a minimum of 4 years in a management position.

Nice to Have

• Experience of HWM Mantra

Skills

* Required skills