Senior Investor Services Specialist
About The Position
As part of its business expansion strategy, CSC is seeking an Investor Services Senior Associate with 3-5 years of experience. The candidate will maintain the contact database for investors, handle investor queries, process investors capital activity, interface with clients as well as manage multiple client deliverables ensuring superior client service. Some of the things you will be doing: Interact with clients and their investors Preparation of investor correspondence (Word mail merge function and Excel, Reporting Services reports) Post information to website portal for investors to retrieve Process and report investor activity such as capital calls, distributions, redemptions, etc. Distribute correspondence to investors and potential investors via email Monitor client email accounts and respond to investor inquiries Manage multiple portals and databases (ViewPoint, Investran, Intralinks) Complete subscription document review and AML/KYC services Help with updating internal policies and procedures Keep track of multiple deliverables, deadlines, and follow-ups Set-up and/or Review VP New Investors, Users, and updates Submit and Review Uploads for one-off client requests/needs Review Subscription and Transfer checklists Provide effective feedback Provide open project updates Oversee associate team members Assist with training new staff Internal responsibilities (status reports, time tracking, etc.)
Requirements
- Business degree or equivalent experience
- Three years of experience in investor services
- Excellent verbal and written communication skills
- Attention to detail
- Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge)
- AML/KYC background preferred
- Knowledge of IR systems and CRM software
- Experience with Investor Portals (Intralinks, Efront, etc.) preferred, but not required
- Strong organizational skill and ability to multi-task
- Adaptable to new and changing technologies
- Excellent analytical and problem-solving skills
- Knowledge of Partnerships, Private Equity, Real Estate or Hedge Funds required
Nice To Haves
- AML/KYC background preferred
- Experience with Investor Portals (Intralinks, Efront, etc.) preferred, but not required
Responsibilities
- Interact with clients and their investors
- Preparation of investor correspondence (Word mail merge function and Excel, Reporting Services reports)
- Post information to website portal for investors to retrieve
- Process and report investor activity such as capital calls, distributions, redemptions, etc.
- Distribute correspondence to investors and potential investors via email
- Monitor client email accounts and respond to investor inquiries
- Manage multiple portals and databases (ViewPoint, Investran, Intralinks)
- Complete subscription document review and AML/KYC services
- Help with updating internal policies and procedures
- Keep track of multiple deliverables, deadlines, and follow-ups
- Set-up and/or Review VP New Investors, Users, and updates
- Submit and Review Uploads for one-off client requests/needs
- Review Subscription and Transfer checklists
- Provide effective feedback
- Provide open project updates
- Oversee associate team members
- Assist with training new staff
- Internal responsibilities (status reports, time tracking, etc.)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
