Institutional Client Services Senior Analyst
About the job
This job is all about supporting the ICS team in managing investor relationships and data systems. By ensuring accurate information and streamlining processes, you will play a vital role in enhancing stakeholder reporting and decision-making. The team thrives on collaboration, innovation, and a commitment to excellence.
You'll be responsible for
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Assisting with investor onboarding
Responsible for the investor onboarding process, including compliance requirements such as KYC/AML, capital calls, and welcome letters.🔄
Coordinating data management
Managing the process of transfers and secondary trades while ensuring timely updates of trackers and data accuracy.🔍
Supporting audits
Coordinating data requests and validating outputs to support periodic investor, custodian, and internal audits.Key criteria
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CRM database management experience
Proven experience managing CRM databases for accurate investor information.View
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KYC/AML compliance knowledge
Demonstrated understanding of KYC and AML compliance requirements.View
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Process improvement skills
Experience identifying and streamlining processes for efficiency.View
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