Investment Relations/Transfer Associate

A global financial services company is seeking an Investment Relations/Transfer Associate for their office in Brooklyn, NY.

Work Location: Brooklyn or Jersey City, NJ

Duration: Temporary-to-Hire

Job responsibilities:
• Work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity (NAV entry, series consolidation, capital activity, contact/wire updates, etc.)
• Serve as the main contact for a portfolio of clients; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately
• Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes
• Produce and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
• Take on and complete ad-hoc reporting as necessary such as the preparation of board reports, system extracts, K-1 distribution, audit requests, etc.
• Manage the final signoff process for investor transactions and resolve any outstanding documentation
• Follow company's established processes and procedures and modify/iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk

Required qualifications, capabilities, and skills:
• Minimum 3-4 years’ experience in the Financial Services industry, preferably experience with a Fund Administrator, Hedge Fund, or Private Equity Fund

• 2-3 years of experience in IB Operations including 1 year of Derivatives knowledge
• Prior experience or knowledge of the following products a plus; credit default swaps, credit spreads, etc
• Bachelor’s degree in finance, economics, accounting or any relevant field.
• Dedicated to superior client service and able to remain poised under pressure
• Team player, professional and proactive approach to work, positive attitude
• Very strong communication skills both oral and written

Preferred qualifications, capabilities, and skills:
• Master’s degree in finance, economics, accounting or any relevant field.
• Extensive working knowledge of Microsoft Office products including Word, Excel (vlookups, etc.), and Outlook
• Client Service: Anticipate and identify customer needs; take action to meet customer needs; develop effective working relationships with internal and external customers; continually search for ways to increase customer satisfaction