Investment Senior Associate
hace 4 semanas
Investment Senior Associate
- Miguel Hidalgo, MX
August 16, 2023
**Responsibilities**:
- Maintain outsourced service provider relationships
- Monitor service provider issue management
- Work with team on Fund product launches/Fund change support
- Review and manage the quarterly deliverables from the Investment Managers making sure they are adhering to their agreed deliverables
- Work with colleagues in the Global Operations team to provide a reliable and efficient service to our clients
- Oversee yearly 5500 preparation process
- Facilitate SOC1 procurement
- Monitor foreign tax reclaims and maintain relief at source documents
- Assist with third party service model review
- Liaise confidently with other teams within the business, including Portfolio Management, Client Service the Global Operations Teams
- Quarterly portal user audit
- Provide significant input into the day-to-day operations of Third-Party Oversight Team
- When working with external clients, demonstrate deep operational knowledge and ability to deliver effortlessly
**The Requirements**
- Strong preference for at least 3-5 years’ experience in investment operations
- 5 years’ experience in custodian operations including global custody, fund accounting, fund administration, performance reporting and middle office
- Experience with third party/service provider relationship monitoring
- Demonstrate a strong sense of urgency in responding to escalated issues, rapidly changing priorities, and adverse performance of service providers
- Bachelor’s degree in Business, Finance, Accounting, or related field
- Excellent communication, partnership skills required
- Experience working with pension plans, defined contribution plans
- Problem solving skills; and a desire to work in a risk-managed and controls-based environment
- Ability to document processes and maintain procedural documents
- Effective oral and written communication skills to ensure that information and knowledge is shared appropriately
- Ability to meet deadlines consistently and to manage workload effectively
- Team-player with the ability to fit seamlessly into the wider global team of associates all focused on delivering work of exceptional quality
- A result-oriented individual
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