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Priti Goyal

Founder at Serving Skill

Last Login: 22 November 2024

Job Views:  
910
Applications:  160
Recruiter Actions:  28

Job Code

911218

Vice President - Investor Relations

15 - 19 Years.Bangalore/Mumbai
Posted 3 years ago
Posted 3 years ago

- Vice President, Investors Services Investors Services is responsible for financial transaction processing (subscription, redemption, transfer, switches, redemption wire payment, expense wire payment, distribution wire payment) and non-financial activities (new investor creation, contact creation, static data maintenance, statement distribution, audit confirm creation, responding to investor / client queries, multiple time bound projects) both maker and checker.


- The position The Vice President is expected to handle new client / activity transition actively (hiring of staffs, designing training model, monitoring training progress, flagging issues with training, signing off go live)


Your responsibilities :


- Expert knowledge on Fund on-boarding, Investor on-boarding and investor lifecycle across Hedge Funds, Private Funds and Real estate funds


- Knowledge of Bank account opening formalities and handling banking relationships


- Hands on with Investor risk profiling


- Client / investor query resolving - taking initiative to own all types of client & investor communication


- Certain transactions require second review by VP1 depending on amount & risk involved


- VP is expected to be fully hands on with process to be able to sign off such transaction


- Delegate tasks and manage employee development and coordinate with auditors internal and external to meet deadlines and requirements


- Ensure all internal controls and compliance procedures are properly implemented


- To escalate and discuss issues as required and identify scope for process improvements on an ongoing basis SLA Compliance and Service Quality


- Adhere to Group's strict internal control procedures


- Ensure daily, monthly and quarterly client deliverables are achieved and actively guiding team to go through operational


- During the course of normal day-to-day operation, responsible for identifying any unusual or potentially suspicious transaction activity or Risk and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.

- Take active role in performing error analysis, agreeing on remedial action plan & implementing agreed controls


- Ensure continuous Risk review and mitigation and continuous quality improvement People Management


- Demonstrate positive leadership and people management skills and the ability to work well with others, individually and within a group - Coordinate performance planning process including goal setting, regular and immediate feedback and submission of formalized performance appraisals on designated staff


- Actively monitoring staffs under special performance monitoring and participating in total compensation planning for the team


- Lead by example and support employee development and growth Your profile


- Minimum 15 years of relevant industry experience. We are looking for an exceptionally strong motivated, highly driven team player with a can-do, high achiever mindset.


- Professional Qualification preferred ( CA/CFA/CPA/CWA/Masters in Finance ) :


- Hands on strong investor services experience required with Exposure to Hedge fund, Private Funds or Real Estate funds


- The VP interacts with all levels of professionals both internally and externally hence strong foundation with communication and interpersonal skills are essential.


- Proactive, self-starter and ability to multi- task and work under time constraints without compromising on quality


- Candidate should be open to work in European and North American shift hours as needed by the business


- Ability to attend conference calls during non-local business hours and should possess Prior staff management experience

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Posted By

user_img

Priti Goyal

Founder at Serving Skill

Last Login: 22 November 2024

Job Views:  
910
Applications:  160
Recruiter Actions:  28

Job Code

911218

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