Investor Services Associate I

Alter Domus
US - California - Carmel
December 2, 2024

ABOUT US

We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries.

With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take.

Find out more about life at Alter Domus at careers.alterdomus.com

JOB DESCRIPTION:
Attend and complete all assigned trainings.
Attend and participate in relevant internal and external calls.
Process and index all pertinent emails accurately and efficiently.
Show ownership and ability to prioritize tasks, work on multiple assignments, and assigned task are completed in a timely fashion.
Ensure company policies and procedures are followed and compliant with applicable governance.
Assist the department in mitigating the risks for errors.
Manage client's expectations and turnaround times by effectively communicating externally and internally.
When necessary, providing support to third parties, i.e., Investors, Advisors, Clients, Bankers, etc.
Review investor documentation such as subscription agreements, transfer agreements, and redemption agreements and provide comments.
Maintain all investor documentation and Know Your Customer (KYC) documents on internal drives in an organized fashion.
Create and maintain investors Customer Relationship Management (CRM) data in systems.
Aid the team in managing the investor services call line and efficiently direct
communication to the appropriate departments.
Communicate to your management any escalations timely.
Demonstrate the ability to assist in posting documents on CorPro.
Demonstrate a basic understanding of Know Your Customer (KYC) requirements for various jurisdictions.
QUALIFICATIONS: Bachelor's degree in Finance, Economics or equivalent work experience;
1-3 years' work experience in Financial Services;
Strong desire to learn about various financial instruments and systems;
Very high attention to detail;
Exceptional written and verbal communication skills; and
Highly motivated, strong work ethic, team-player.
• LI-HYBRID
• LI-JR1

WHAT WE OFFER:

We are committed to supporting your development, advancing your career, and providing benefits that matter to you.

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.

Our global benefits also include: Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, birthday leave
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
Support with mental, physical, emotional and financial support 24/7 from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Equity in every sense of the word

We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong.

We celebrate our differences, and understand that our success relies on diverse perspectives and experiences, working towards shared goals and a common purpose. Thanks to the work of our Group DE&I Committee and network of DE&I Champions, we empower all of our people to be truly invested in the alternative.

We are committed to ensuring an inclusive recruiting and onboarding process. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you.

(Alter Domus Privacy notice can be reviewed via Alter Domus webpage: ***/privacy-notice/)

Read the full job description and apply online on the recuiter's web-site

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