Associate Investor Services Job at Suntera Fund Services, Short Hills, NJ

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  • Suntera Fund Services
  • Short Hills, NJ

Job Description

About the Company

Suntera Fund Services is a leading provider of fund administration services in the United States. Our deep experience in fund management and fund administration enables us to provide the expertise and knowledge our clients can leverage to streamline their operations, scale their businesses, and resolve complex fund related challenges.

As part of the Suntera Global group we responsively provide a comprehensive range of boutique fund services delivered from our Jersey, Luxembourg, Cayman Islands, Bahamas, Isle of Man, and United States offices. Our approach is personal and tailored and we aim to be more than just a service provider, we are an extension of each client’s business and a true partner. We have created an authentic and supportive culture that generates a wealth of opportunities for every one of our employees. Ongoing personal development through training and professional qualifications is available to all, and we reward hard work and dedication with a range of comprehensive benefits.

About the Role

As an Investor Services Associate, you will be responsible for performing investor onboarding and investor AML/KYC compliance. Highlights of the role include:

  • Daily communication with clients and investors pertaining to investor flows into and out of the alternative investments funds we administer.
  • Following investor on-boarding procedures to ensure compliance with Suntera’s AML/KYC practices.
  • Maintaining investor profiles in various databases and portals.
  • Managing internal workflows and client deadlines, with the goal of improving processes and procedures to increase efficiency and minimize errors.

Qualifications

  • Bachelor’s degree with a strong academic record

Required Skills

  • AML/KYC compliance knowledge is a plus
  • Excellent written and verbal communication skills and strong interpersonal skills
  • Able to effectively manage multiple priorities
  • Organised and able to meet or exceed client deadlines
  • Strong attention to detail

Job Tags

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