Vice President SA

Vice President, Investors Services Investors Services is responsible for financial transaction processing (subscription, redemption, transfer, switches, redemption wire payment, expense wire payment, distribution wire payment) and non-financial activities (new investor creation, contact creation, static data maintenance, statement distribution, audit confirm creation, responding to investor / client queries, multiple time bound projects) both maker and checker.

The position The Vice President is expected to handle new client / activity transition actively (hiring of staffs, designing training model, monitoring training progress, flagging issues with training, signing off go live)

Your responsibilities :

Expert knowledge on Fund on-boarding, Investor on-boarding and investor lifecycle across Hedge Funds, Private Funds and Real estate funds

Knowledge of Bank account opening formalities and handling banking relationships

Hands on with Investor risk profiling

Client / investor query resolving - taking initiative to own all types of client & investor communication

Certain transactions require second review by VP1 depending on amount & risk involved

VP is expected to be fully hands on with process to be able to sign off such transaction

Delegate tasks and manage employee development and coordinate with auditors internal and external to meet deadlines and requirements

Ensure all internal controls and compliance procedures are properly implemented

To escalate and discuss issues as required and identify scope for process improvements on an ongoing basis SLA Compliance and Service Quality

Adhere to Group's strict internal control procedures

Ensure daily, monthly and quarterly client deliverables are achieved and actively guiding team to go through operational

During the course of normal day-to-day operation, responsible for identifying any unusual or potentially suspicious transaction activity or Risk and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

Take active role in performing error analysis, agreeing on remedial action plan & implementing agreed controls

Ensure continuous Risk review and mitigation and continuous quality improvement People Management

Demonstrate positive leadership and people management skills and the ability to work well with others, individually and within a group - Coordinate performance planning process including goal setting, regular and immediate feedback and submission of formalized performance appraisals on designated staff

Actively monitoring staffs under special performance monitoring and participating in total compensation planning for the team

Lead by example and support employee development and growth Your profile

Minimum 15 years of relevant industry experience. We are looking for an exceptionally strong motivated, highly driven team player with a can-do, high achiever mindset.

Professional Qualification preferred ( CA/CFA/CPA/CWA/Masters in Finance ) :

Hands on strong investor services experience required with Exposure to Hedge fund, Private Funds or Real Estate funds

The VP interacts with all levels of professionals both internally and externally hence strong foundation with communication and interpersonal skills are essential.

Proactive, self-starter and ability to multi- task and work under time constraints without compromising on quality

Candidate should be open to work in European and North American shift hours as needed by the business

Ability to attend conference calls during non-local business hours and should possess Prior staff management experience

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

India
Karnataka
BANGALURU Show on map Get directions