Investor Services Associate I

ABOUT US:

As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions.

 

With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, how we work, and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. 

 

Find out more about life at Alter Domus at careers.alterdomus.com  

 

JOB DESCRIPTION:

 

• 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 assigned task 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. 

• Manage client’s expectations and turnaround times by effectively communicating externally and internally.  

• When necessary, providing support to third parties, i.e., Investors, Advisors, Clients, Bankers, etc.  

• Review investor documentation such as subscription agreements, transfer agreements, and redemption agreements and provide comments.  

• 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. 

• Aid the team in managing the investor services call line and efficiently direct  

• communication to the appropriate departments.  

• Communicate to your management any escalations timely.  

• Demonstrate the ability to assist in posting documents on CorPro.  

• Demonstrate a basic understanding of Know Your Customer (KYC) requirements for various jurisdictions.  

 

 

QUALIFICATIONS:

 

• Bachelor’s degree in Finance, Economics or equivalent work experience; 

• 1-3 years’ work experience in Financial Services;  

• Strong desire to learn about various financial instruments and systems; 

• Very high attention to detail; 

• Exceptional written and verbal communication skills; and 

• Highly motivated, strong work ethic, team-player. 

 

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WHAT WE OFFER:

 

We are committed to supporting your development, advancing your career, and providing benefits that matter to you.

 

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. 

 

Our global benefits also include:

• Support for professional accreditations 
• Flexible arrangements, generous holidays, plus an additional day off for your birthday!
• Continuous mentoring along your career progression 
• Active sports, events and social committees across our offices 
• 24/7 support available from our Employee Assistance Program 
• The opportunity to invest in our growth and success through our Employee Share Plan 
• Plus additional local benefits depending on your location 

 

Equity in every sense of the word:

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