Associate, Investor Services

2 weeks ago

Mumbai, India Ares Management Corporation Full time

Description

Primary Functions and Essential Responsibilities​

Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology​ Support investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents Capture investor data during the onboarding process and investor lifecycle maintenance​ Respond and resolve investor-related inquiries and/or requests in a timely manner Identify and escalate complex cases or queries to senior team leads​ Reconcile data to Fund Administrators’ and follow procedures to resolve any breaks​ Manage investor data rooms – including set up, document and contact maintenance Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes ​and drive change Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel

Qualifications​

General Requirements: ​

Strong team player who enjoys collaboration and demonstrates willingness assist with various tasks, as needed Eagerness to learn and grow within the alternative investment industry Capable of managing multiple priorities across time zones, including internal and external requestors​ High attention to detail and customer experience to provide a best-in-class client experience​ Demonstrate a high level of integrity to protect sensitive client information​ Strong Microsoft suite skills, especially Excel and PowerPoint, Visio is a plus​ Outstanding presentation, communication, writing, and interpersonal skills

Education: ​

College graduate with outstanding academic record​

Experience Required: ​

3-5 years of professional experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services ​ Experience with Salesforce and/or Intralinks is a plus​ Experience in customer service is a plus​ Experience working with alternative asset classes is a plus Spoken or written multilingual proficiency is a plus

Reporting Relationships

Vice President, Investor Services

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

  • Associate Investor Services

    1 week ago

    Mumbai, Maharashtra, India IQ-EQ Full time

    **Company Description** IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance...

  • Investor Relations Associate

    1 day ago

    Mumbai, India Adfactors PR Full time

    We’re Hiring: Investor Relations Associate | Adfactors PR, Mumbai Are you a CFA-certified professional passionate about financial markets, communication, and investor engagement? Here’s your chance to be part of India’s leading PR consultancy and contribute to shaping impactful Investor Relations strategies for some of the country’s top corporates....

  • Associate, Investor Services

    4 weeks ago

    Mumbai, India Ares Management Full time

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...

  • Associate, Investor Services

    2 weeks ago

    Mumbai, Maharashtra, India Ares Management Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...

  • Associate - Investor Access

    2 weeks ago

    Mumbai, Maharashtra, India JPMorganChase Full time

    This is an opportunity to join J.P. Morgan’s Investor Access Team in Mumbai which sits within the Global Markets Group’s Sales and Client Intelligence & Solutions team. As an Associate within Investor Access team you will be responsible for arranging a range of corporate and investor events for our equity and credit institutional investor clients. The...

  • Investor Relations Associate

    3 weeks ago

    Mumbai, India Adfactors PR Full time

    We’re Hiring: Investor Relations Associate | Adfactors PR, MumbaiAre you a CFA-certified professional passionate about financial markets, communication, and investor engagement? Here’s your chance to be part of India’s leading PR consultancy and contribute to shaping impactful Investor Relations strategies for some of the country’s top...

  • Investor Relations Associate

    7 days ago

    Mumbai, Maharashtra, India Adfactors PR Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We're Hiring: Investor Relations Associate | Adfactors PR, Mumbai Are you aCFA-certified professionalpassionate about financial markets, communication, and investor engagement? Here's your chance to be part ofIndia's leading PR consultancyand contribute to shaping impactfulInvestor Relations strategiesfor some of the country's top corporates.Why Adfactors...

  • Investor Relations Associate

    3 weeks ago

    Mumbai, India Adfactors PR Full time

    We’re Hiring: Investor Relations Associate | Adfactors PR, Mumbai Are you a CFA-certified professional passionate about financial markets, communication, and investor engagement? Here’s your chance to be part of India’s leading PR consultancy and contribute to shaping impactful Investor Relations strategies for some of the country’s top...

  • Investor Relations Associate

    2 weeks ago

    mumbai, India Adfactors PR Full time

    🌟 We’re Hiring: Investor Relations Associate | Adfactors PR, Mumbai 🌟 Are you a CFA-certified professional passionate about financial markets, communication, and investor engagement? Here’s your chance to be part of India’s leading PR consultancy and contribute to shaping impactful Investor Relations strategies for some of the country’s...

  • Investor Relations Associate

    2 weeks ago

    Mumbai, India Adfactors PR Full time

    We’re Hiring: Investor Relations Associate | Adfactors PR, Mumbai Are you a CFA-certified professional passionate about financial markets, communication, and investor engagement? Here’s your chance to be part of India’s leading PR consultancy and contribute to shaping impactful Investor Relations strategies for some of the country’s top...