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Investor Services Analyst (Wealth), Private Markets, London - eFinancialCareers
Responsibilities:
- Provide support for client onboarding and post-sale services across the firm's suite of open ended evergreen (semi-liquid) funds
- Manage fund onboarding operations across distributor platforms in EMEA and Asia
- Support Fund Administrator investor onboarding through coordination with Transfer Agency and compliance teams, handling operational and client service duties for the fund platform
- Maintain active relationships between distributor/private banks' middle office teams, third-party service providers, internal business units, and Fund Administrator teams
- Develop and maintain expertise in private bank and investor dealing operational platforms and processes
- Design and implement systems and processes to enhance investor service delivery
- Create and maintain documentation for operational procedures covering investor maintenance and reporting across various investor and distributor relationships
- Innovate solutions to enhance investor and distributor experience while minimising risk and optimising processes
- Serve as the primary point of contact for issue resolution, providing comprehensive analysis and solutions to Head of the Investor Services team
- Support strategic initiatives including new fund launches and process optimisation projects
Requirements:
- 3-5 years of relevant industry experience
- Understanding of private wealth clients and distribution channels
- Experience in investor servicing, reporting, onboarding, and operations
- Knowledge of open-ended evergreen funds, including Luxembourg UCI Part II
- Strong relationship management capabilities
- Proactive, solution-oriented mindset
- Exceptional communication skills, written and verbal, with close attention to detail
- Collaborative approach
- Ability to manage multiple priorities in a fast-paced environment while maintaining high standards of accuracy