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Investor Services Manager

Ocorian · Moka

Hybrid Senior 🇬🇧 English
Investor services AML/KYC FATCA/CRS compliance Fund operations Capital activity Investor reporting

Job description

About the role

Join Ocorian's Investor Services team and play a key role in delivering exceptional service to a diverse portfolio of fund clients. This is an exciting opportunity to combine your leadership expertise with strong technical knowledge, helping to drive the growth and success of investor services operations.

Key responsibilities

  • Lead, develop and inspire a team, fostering a culture of collaboration, accountability and service excellence.
  • Oversee the delivery of investor services activities, ensuring all client commitments and service level agreements are met.
  • Provide technical expertise across investor services, including capital activity, investor reporting and FATCA/CRS compliance.
  • Build and maintain strong relationships with clients, investors and internal stakeholders, delivering a consistently high standard of service.
  • Review and oversee investor transactions, distributions and communications to ensure accuracy, quality and compliance.
  • Monitor client deliverables, ensuring they are completed in line with agreed timelines, procedures and regulatory requirements.
  • Identify, manage and escalate risks or issues while supporting continuous improvement initiatives.
  • Partner with senior management on strategic projects, operational priorities and the ongoing development of the investor services function.

Required profile

  • Bachelor's degree in Accounting, Finance or a related field (Master's or professional qualification advantageous).
  • 6‑10+ years' experience in Fund Services or a similar financial services environment, including managerial or team‑leadership experience.
  • Strong technical knowledge of investor services activities, AML/KYC requirements and fund operations, with experience managing complex client relationships.
  • Proven leadership skills with the ability to coach, develop and motivate teams while maintaining high‑quality standards.
  • Excellent analytical, organisational and problem‑solving skills, strong attention to detail and ability to manage competing priorities.
  • Proactive, solutions‑focused approach with confidence to build relationships and make sound decisions in a fast‑paced environment.

Required skills

  • Investor services
  • AML/KYC
  • FATCA/CRS compliance
  • Fund operations
  • Capital activity
  • Investor reporting

What we offer

  • Competitive salary
  • Globally hybrid working model
  • Flexible working hours
  • Private pension plan fully paid after probation
  • Private medical insurance with catastrophe cover fully paid
  • Employee recognition program and spot bonuses

Questions fréquentes

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Published 1 week ago

Expires 1 month from now

37 views · 0 interested

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Ocorian

Moka