Investor Services Officer

Alter Domus

Hyderabad

2-5 Years

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Job Description

Demonstrate basic email etiquette.
Attend and complete all assigned trainings.
Attend and participate in relevant internal and external calls.
Process and index all pertinent emails accurately and efficiently.
Show ownership and ability to prioritize tasks, work on multiple assignments, and ensure assigned tasks are completed in a timely fashion.
Ensure company policies and procedures are followed and compliant with applicable governance.
Assist the department in mitigating the risks for errors.
Assist in managing client s expectations and turnaround times by effectively communicating externally and internally.
Review investor documentation such as, but not limited to, subscription agreements, transfer agreements, and redemption agreements, and provide comments for any missing information within the corresponding HUB Workflow.
Maintain all investor documentation and Know Your Customer (KYC) documents on internal drives in an organized fashion.
Create and maintain investors Customer Relationship Management (CRM) data in systems.
Communicate to your management any escalations in a timely manner.
Demonstrate the ability to assist in posting documents on CorPro or 3 rd party portals.
Assist in training new hires.
Participate and have the ability to provide relevant feedback in enhancements, testing, and projects.
Assist in reviewing and provide feedback to colleagues workflows.
Serve as a backup to team as needed.
Have the ability to handle complex clients with many nuances independently.
Able to process and complete workload with minimal assistance.
Ability to coordinate with DTCC/AIP platform to successfully complete the following tasks: creation and submission of Security General Profile to establish fund profile on AI, creation and submission of positions and activity files, and identify rejections and perform follow up.

Your Profile:

2 to 5 years of relevant work experience.
Associate or Bachelor s degree is preferred.
Exceptional written and verbal communication skills.
Excellent organizational and time management skills.
Ability to multitask and prioritize daily workload.

More Info

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Open to candidates from:

Indian

About Company

Alter Domus

Enabling your growth in alternative investments through end-to-end expertise and technology.

Driven by a deep understanding of what it takes to succeed in the alternatives market, Alter Domus have developed an unmatched offering to meet and anticipate the ever-changing needs of investment managers and asset owners worldwide. Everything we do is sharply focused on mitigating risks, reducing costs, creating efficiencies, and ultimately driving growth.

It starts with the expertise of our people; experienced in every aspect of alternative investments, across multiple geographies and jurisdictions, we know first-hand the technical complexities and operational challenges you face and importantly how to overcome them to drive growth.

And when it comes to technology, whether we’re enabling operational efficiencies, providing intuitive platforms to manage products, or offering the latest data and analytics solutions to enhance decision-making, we turn what some see as facts, figures, or data points into competitive advantage for some of the biggest names in alternatives.

Job ID: 119994899

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