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About the role
Key responsibilities & impact- Review the subscription agreements of Investor Relations administration staff.
- Follow up with Investors on missing documentation
- Maintain all electronic and physical Investor records
- Maintain bank accounts for funds assigned
- Prepare and review daily and weekly performance releases
- Produce investor statements and correspondence
- Assist with the appropriate handling of Fund Manager and investor calls and emails
- Assist with various projects as assigned
Requirements
What you’ll need- You have a post-secondary education.
- Ideally have 1-3 years’ experience in Client Services
- Possess excellent MS Office suite skills; strong Excel skills
- Knowledge of hedge or mutual fund industry and concepts preferred
- Experience in Investor Relations, as it relates to a transfer agency environment, is preferred
- Possess exceptional attention to detail
- Strong client service skills
- Superior written and verbal communication skills
- Ability to multi-task and manage multiple projects, and conflicting deadlines
- Ability to work with large volumes of data
- Maintain quality and focus while working through repetitive tasks
- Work independently and understand when to escalate
- Ability to learn and follow established policies and procedures
Benefits
Comp & perks- Your well-being is of paramount importance to us, and central to our success.
- We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs.
- Ask us about specific benefits in your location.
- We embrace diversity, prioritizing the hiring of people from diverse backgrounds.
- Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
- Citco welcomes and encourages applications from people with disabilities.
- Accommodations are available upon request for candidates taking part in all aspects of the selection.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
MS OfficeExceldata managementperformance reportingdocumentation review
Soft Skills
attention to detailclient servicewritten communicationverbal communicationmulti-taskingproject managementindependenceescalation