Primary responsibilities:

• Supporting the legal teams with daily monitoring and responding to various KYC requests

• Gain familiarity with our fund structures across lines of business

• Work with key partners in all business lines to assist with data management including but not limited to: financing data, account opening data, investor data and portfolio setup

• Cross train and undertake account opening responsibilities and related tasks with custodian banks, which also entail the monitoring and managing of pipelines and systems tied to this vertical

Required knowledge:

• Strong intellect with solid quantitative, corporate and analytical skills and attention to details

• Strong knowledge of various investment types such as fixed income, bank debt, derivatives, and equities

• Strong written and verbal communications skills

• Knowledge of complex fund structures a plus

Required experience:

• 6 to 9 years of experience in investment management or related firms, with experience in KYC, portfolio compliance a plus

• Direct experience partnering with various business units to ensure operational efficiency

• Experience successfully developing an operations platform that is scalable and agile to accelerated growth and ever-changing needs

Required education:

• Relevant Bachelor’s degree from an accredited University

General requirements:

• Self-motivated and driven; ability to work effectively in a collegial, fast moving, demanding, and dynamic environment

• Genuine passion for customer service and quality with a highly collaborative approach

• Experience with asset management systems or other relational databases

• Experience at a regional, national, or global financial services firm

• Self-starter, exceptional communication, and organizational skills necessary

• Ability to work independently as well as with “the team”

• Excellent oral and written communication skills and computer literacy

• Knowledge of Microsoft Windows, Word, Excel, Outlook

• Creative problem solver