As Vice President – Investor Relations – Transfer Agency (IR), you will be required to support day-to-day activities as well as providing thought leadership and change execution expertise to the IR team as a whole. Working within the IR team to support delivery of IR services to clients across AIS. You will be expected to plan your own and the team’s activities, where required, with a major focus on client service excellence, change management, optimizing work practices and risk mitigation.
A candidate can sit in Jersey City, NJ or Brooklyn, NY
About Client's Corporate & Investment Bank (CIB)
The Client's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
About Alternative Investment Services (AIS)
AIS is a division within the CIB that provides fund administration and middle office services to single manager hedge funds, private equity, and fund of hedge funds. AIS is one of client's fastest growing businesses and one of the fastest growing administrators in the market. Today AIS has over $540 billion in assets under administration and custody, over 1,200 employees and offices in New York, Boston, Dublin, Luxembourg, Hong Kong, London and Sydney.
About Alternative Investor Relations Operations (IR)
Alternative Investor Relations Operations provides an end-to-end service offering to alternative investment clients (hedge funds, fund of hedge funds and private equity funds) and their investors.
As Vice President – Investor Relations – Transfer Agency (IR), you will be required to support day-to-day activities as well as providing thought leadership and change execution expertise to the IR team as a whole. Working within the IR team to support delivery of IR services to clients across AIS. You will be expected to plan your own and the team’s activities, where required, with a major focus on client service excellence, change management, optimizing work practices and risk mitigation.
Position Responsibilities
- Serve as a contact for a portfolio of clients and their investors; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve queries timely and accurately
- Build relationships with clients, investors, other AIS teams, third parties, as well as with other business groups across the wider organization
- Review and drive the transactional workflow including maker / checker activities for investor transactions and resolve any outstanding documentation, including KYC / AML documents
- Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity / changes
- Partner within the IR department and across the broader AIS teams to ensure the completion of all end-to-end processes in line with client Risk Management policies
- Support and execute systems implementations / data migrations
- Contribute to the re-engineering of the IR operating model
- Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundant processes, create efficiencies and mitigate risk
- Assist in driving adoption of “follow-the-sun” service model
- Support the identification of risk areas and the closure of remediation plans
- Coach and support the development of junior staff
- Contribute to the production of MIS / KPIs for the department
- Work closely with colleagues in our global teams and on a cross-functional basis as required
- Drive excellence in the documentation of processes and procedures
- Work closely with other teams / departments to ensure the timely and effective delivery of services and to meet business objectives.
- Performs other duties as assigned by team management
Qualifications
Experience in the alternative investment servicing industry with experience in investor relations, regulatory practices and operations. Knowledge of technology used by IRA strong technical knowledge of hedge funds from an operational perspective as well as an understanding of the products, asset classes and fund structures offered by asset managers is essentialProven ability to be effective across a matrixed environment; proven ability to assist in implementing solutions and delivering against timeframes and budgetsExperience managing individuals with the proven ability to work with and motivate teams. This would include providing direction, coaching and effective feedback to team membersProven experience coordinating multiple assignments simultaneously and completing assigned tasks accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills. Expected to cite examples of organization and time management / methods used to manage or prioritize workload demandsMust be able to demonstrate knowledge of the regulatory framework in which the industry operatesSensitivity to regulatory as well as risk and control mattersAbility to develop and maintain client relationshipsPossesses and displays excellent written and verbal communications skills; including experience conducting formal presentations to potential fund clientsProven examples of effective decision-making skills when faced with multiple alternativesDemonstrated ability to effectively interact and communicate with senior staffProven examples of self-motivation and experience working under limited supervisionJob Requirements
Bachelors degree preferredExtensive experience within a related roleComputer skills and knowledge of hardware & software required
Extensive working knowledge of Microsoft Office products including Word, Excel, Access, Visio and Outlook (or similar email program)Proficiency in SQL would be advantageousProficient in project management software such as MS Project would be advantageousStrong knowledge and understanding of Hedge Fund Accounting / Investor Relations systemsCompetencies
Analyze and Solve Problems : Gathers relevant information systematically; considers a broad range of issues or factors; grasps complexities and perceives relationships among problems or issues; includes others in problem-solving efforts when appropriate.Work Efficiently : Allocates own time efficiently; handles multiple demands and competing priorities; eliminates inefficiencies; conducts effective meetings.Team Leadership : Fosters an understanding of the team’s mission and value to organizational objectives; provides appropriate direction and clarifies roles and responsibilities with team members; makes optimal use of others’ skills; celebrates team accomplishments.Manage Execution : Conveys clear goals and expectations when involving others in projects; is accessible and provides support and up-to-date knowledge relevant to others; coordinates work efforts with other groups; monitors progress.Team Membership : Shows commitment to team objectives; values each person’s contributions to the team; encourages the participation and involvement of everyone on the team; contributes own fair share of effort to the team’s work.Innovate : Generates new ideas; goes beyond the status quo; recognizes the need for new or modified approaches and brings them as well as different perspectives together, combining them in creative ways.Influence Others : Asserts own ideas and persuades others; gains support and commitment from others; mobilizes people to take action.Display Organizational Savvy : Develops effective give-and-take relationships with others; understands the agendas and perspectives of others; recognizes and effectively balances the interests and needs of one’s own group with those of the broader organization.Recognize Global Implications : Seeks to understand issues, trends, and perspectives of various cultures and countries; recognizes that what works in one's own country will not necessarily work in another; addresses cultural and geographic differences in strategies and approaches.Position Demands
Extended hours / weekends may be required during integration / implementation of new business or systems, as well as during peak cycles (year-end, month-end, tax season, etc)Flexible work hours required to meet operational needsBenefits
Full-time employees (working an average of 30 hours or more) are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, a 401(k) retirement savings plan with employer match (available after 1 year of employment), commuter benefits, employee discount and referral programs, and life and supplemental income insurance. Paid sick leave is provided in accordance with applicable state and local laws.
Compensation
Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience, as well as the benefits package you select.
Work Authorization
ATR International, Inc. cannot sponsor work visas (H-1B, F-1 STEM OPT with I-983, or similar). Candidates must have valid U.S. work authorization.
ATR International, Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.