Job Description Associate, Investor Services Locations: Sydney, Australia| Hybrid Get To Know Us: SS Obtain and review KYC document from investor and make sure they are in compliance with the relevant regulatory requirement; Ensure all the fund settings, investor and transaction records are up-to-date and accurate all the time.
Process settlement instructions received from investors and fund managers; Proactively follow up with investor on any outstanding documents; Deliver all the required reports to fund managers as per the agreed timeframes; Timely response to the enquiry from fund managers, investors and auditors etc; What You Will Bring: Minimum 1+ year experience in Transfer Agency/Investor Services; preferably in hedge funds; Excellent communication and client services skills, ability to work within a team toward timely and accurate production; Able to work under pressure and willing to work overtime.
Fluent in written and spoken English.
Mandarin speaking is a plus; We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation.
It's key to us that we strive to have a workforce that is diverse in the widest sense.
📌 Associate (Sydney)
🏢 Ss&C Technologies Holdings
📍 Sydney
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