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Position: Investor Relations Operations Associate
Job Number: MS04724
Location: CT - Greenwich
CT - Stamford
NY - New York City
NY - Westchester
Date Posted: 2018-11-30
Salary Range: $81-100k $101-125k
Job Summary:

The Client Service Associate role handles a mix of customer service responsibilities and operational functions related to investor capital activity. A Client Service Associate regularly interacts with the Investor Relations/Business Development team, internal and external fund counsel, the funds’ administrators, and members of the firm’s operations and accounting teams.

Company Information:

Name: Premier Hedge Fund

Job Description:

Becoming an Investor Relations Operations subject matter expert on the firm’s investor base and investor capital activity

Ownership of investor subscription, redemption, and transfer processes 

Coordinate and undertake investor document collection and review with fund administrator and fund counsel, including capital activity forms and other associated documents related to investor regulatory compliance 

Assist investors with document completion and other questions/concerns related to their investment(s) with the firm 

Maintain internal investor capital activity and regulatory compliance databases 

Regular reconciliation with fund administrators to ensure smooth and accurate processing of capital activity and investor records 

Partner with internal and external fund counsel and fund administrators to implement new investor-focused rules and regulations  

Produce and update internal reporting for consumption by the Investor

Relations/Business Development team, legal and compliance, fund accounting, and the trading desk 

Identify and implement process improvements across all areas of responsibility 

Assist with cross-departmental projects to improve the flow of information across the firm

Requirements / Qualifications:

4-7 years of relevant experience in financial service is required 

Strong written and verbal communication skills 

Impeccable attention to detail 

Strong work ethic and judgement 

Professional, customer service attitude 

Analytical thinker 

Team player  

Confident, not afraid to ask questions

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