Associate Manager - Investor Services

About the role

A global investor services group with deep expertise in private markets is looking for an Associate Manager to lead and develop a team while acting as a trusted partner to clients, investors and key stakeholders. The role combines technical expertise with people leadership, overseeing investor servicing solutions, driving operational excellence and contributing to the business's growth.

Key responsibilities

• Oversee day-to-day investor services operations, reviewing the work of Investor Services Officers so that all deliverables meet quality, compliance and regulatory requirements
• Manage relationships with clients and investors, giving guidance and resolving issues proactively before they become complaints
• Monitor investor transactions, including subscriptions, redemptions, transfers, trade settlements and capital calls, ensuring accuracy and timely processing
• Oversee FATCA/CRS reporting, AM/CFT reviews, CDD requirements, investor onboarding and compliance approvals for complex structures such as Omnibus Accounts, PEPs and REPs
• Coach and develop team members, support performance reviews, drive process improvements and meet internal, client and Group reporting deadlines

Required profile

• Degree, or full ACCA or ICSA qualification, with a strong foundation in investor services, fund administration or financial services
• Relevant experience, including exposure to investor servicing, transfer agency or fund administration
• Strong understanding of FSC regulations relating to open-ended and closed-ended fund structures
• People-focused leader who enjoys coaching and building a collaborative, high-performing team
• Highly organised, client-focused and detail-oriented, with excellent English communication skills

Required skills

• Working knowledge of Microgen
• Strong Microsoft Office skills

What we offer

• Remuneration based on market rates, proportional to qualifications, experience and skills
• Pension scheme with generous employer contribution
• 22 days paid annual leave, plus enhanced maternity, paternity, shared parental and adoption leave
• Flexible working arrangements discussed with each employee
• Training, tools and a development plan