Enhance your career in finance as an Associate focused on Investor Services in Alternative Investments. Deliver an end-to-end service experience while ensuring compliance with AML and internal policies.
This position involves processing all investor trades daily, reviewing necessary documentation, and ensuring effective communication with clients regarding their investments. You will work closely with colleagues to implement system enhancements and maintain a disciplined approach to investor service. Diligence and attention to detail will be paramount.
Key Responsibilities:
• Handle daily investor trade processing efficiently
• Review and document investor trade input
• Ensure strict adherence to AML regulations
• Facilitate effective communication with all investors
• Prepare monthly statements per investor specifications
Requirements:
• College degree in Finance, Accounting, or Economics
• Proficient with Microsoft Office tools
• Strong organizational...