This is a great opportunity to be a lead a small team and be responsible of overseeing the investor servicing functions for the Transfer Agency clients in the Alternative funds space.
Project manage the onboarding of new fund launches and conversions.
Coordinate hand-off from Sales Team to Client Integration Team.
Work as part of a team on large onboarding projects.
Liaising with banks, auditors, brokers, custodians, and internal organizational groups such as compliance and MOV to ensure the smooth set-up of communication channels, accounts, systems, due diligence.
Prepare administration agreements, service level agreements (based on existing templates)and ensure same are presented, reviewed, and signed off by appropriate parties.
Establish relationships with clients via personal contact, ensuring productive rapport is established.
5 years of experience in the funds industry (preferably in a PE fund accounting role)
Client focused with proven ability to manage client relationships
Project experience – Previous experience either leading or having a senior role in projects (onboarding projects preferred)
Please send your resume, in WORD format only to . Please note that only short-listed candidates will be contacted.