Senior Associate​/Team Lead

Job Description

Department:

Investor Communications

Position Responsibilities

The Senior Associate will join the Firm's growing Investor Communications Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach to working with other team members and departments, who has the ability to manage tight deadlines and also brings impeccable attention to detail.

Responsibilities included, but not limited to:

• Taking the lead on calls with internal and external legal partners
• Overseeing the onboarding and maintenance of investor accounts, including the collection and analysis of legal documentation
• Providing guidance, development and training to other members of the team as the first point of escalation
• Handling / reviewing subscription documents, fund legal documents and Anti-Money Laundering/KYC documentation
• Overseeing and driving urgency to aid critical Investor Communications projects
• Managing the internal review of onboarding documentation for new and existing funds
• Reviewing information entered into the CRM databases by junior team members
• Corresponding with other back-office teams on day-to-day and ad-hoc activity
• Monitoring team metrics, capacity and shifting priorities as needed
• Providing oversight on team deliverables, and ensuring timely execution
• Motivating the team during periods of high volumes, and maintaining a positive culture

Candidate Requirements

Qualifications &

Experience:

• Bachelor’s degree required
• 5+ years of related experience
• Proven leader with ability to motivate team members, especially during periods of high investor volumes
• Strong understanding of KYC requirements and/or CIMA AML is a plus
• Meticulous attention to detail and accuracy
• Excellent organizational and prioritization skills
• Experience managing direct reports is required
• Demonstrated ability to work well both independently and as part of a team
• Proficient in MS Office products, specifically Word and Excel
• Knowledge of Microsoft Dynamics is a strong plus
• Abide by our work-in-office policy then in effect