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Analyst, Investor Services

Analyst, Investor Services

Ares India

1 - 3 years

3 - 5 Lacs

Mumbai

Posted:1 week ago| Platform:

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Skills Required

Relationship management Product management Wealth management Customer service Visio microsoft Financial services Recruitment Business operations Salesforce

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description

Primary functions & responsibilities

Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology
Support investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents
Capture investor data during the onboarding process and investor lifecycle maintenance
Respond and resolve investor-related inquiries and/or requests in a timely manner
Identify and escalate complex cases or queries to senior team leads
Reconcile data to Fund Administrators and follow procedures to resolve any breaks
Manage investor data rooms - including set up, document and contact maintenance
Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes and drive change
Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel

Qualifications

Education:

College graduate with outstanding academic record

Experience Required:

1-3 years of professional experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services
Experience with Salesforce and/or Intralinks is a plus
Experience in customer service is a plus
Experience working with alternative asset classes is a plus
Spoken or written multilingual proficiency is a plus

General Requirements:

Strong team player who enjoys collaboration and demonstrates willingness assist with various tasks, as needed
Eagerness to learn and grow within the alternative investment industry
Capable of managing multiple priorities across time zones, including internal and external requestors
High attention to detail and customer experience to provide a best-in-class client experience
Demonstrate a high level of integrity to protect sensitive client information
Strong Microsoft suite skills, especially Excel and PowerPoint, Visio is a plus
Outstanding presentation, communication, writing, and interpersonal skills

Reporting Relationships

Senior Associate, Investor Services

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

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