Sr Investor Relations - Alternative Investments
Lenmar Consulting Inc, Boston, Massachusetts, us, 02298
Sr Investor Relations - Alternative Investments
We have this W2 contract opportunity for a Sr Investor Relations - Alternative Investments with our Direct Financial Client in Boston, MA. Please let us know if this is something that interests you.
Duration - 12 months +
Location - Boston, MA 02109
Max Pay Rate - $57.63/hr W2 (No Benefits)
Initial part of role will be on-site for training
Leading financial services company seeks a Director, Investor Services in its Alternative Investments Group within Fund Administration. This position will primarily assist with Investor Services operational and oversight functions of alternative investment products that have a strong tax component to the strategy. Due to the specialized nature of these investment products, this position will expose the candidate to a unique combination of responsibilities that include performing certain operational responsibilities, assist with the oversight of service providers, maintaining a strong system of internal controls, and acting as a resource to support other departments in operational requests. The position may also assist with documenting processes and controls needed to support new investment products. While this position is operational in nature, it is required that the candidate gain an understanding of the investment products being supported, with a focus of the tax implications of related shareholder activities, in order to perform effectively in this role.
Primary Responsibilities
Performing functions related to subscriber on-boarding
Recording and tracking investor contributions and sharing the record with other internal stakeholders
Work with service provider(s) for questions on subscription documents and facilitating necessary inquiries with sales team
Review various calculations related to fund subscriptions including valuation, commissions, tax measurements
Preparing and facilitating various forms of subscriber and intermediary communications
Work with internal stakeholders to remediate subscriptions, as needed
Review subscription documents within proprietary closing system with responsibilities including: Process, review and remediate incoming subscription documents, review electronic data that was translated from manual/electronic subscription documents via OCR technology for accuracy, research and validate critical data elements to transform data from manual subscription documents and other related materials to electronic data
Oversee offshore team & outside vendors for intake & review of electronic subscriptions
Support the relationship with the Shareholder Portal third party vendor and lead initiatives to improve portal processes and workflows
Communicate with the transfer agent, fund accountant, and other service providers by performing monitoring, reconciliation and other oversight procedures
Ensuring that all departmental policies, procedures and controls are at the highest level of industry standard, are well documented, and consistently applied by both the Group and service providers and assist with development and administering consistent practices for new products
Providing support to internal departments (such as the Wealth Strategies team and Equity team) on a broad range of matters including operational matters, on-boarding of sub-agents, shareholder and placement agent inquiries, etc.
Respond to inquiries both from internal and external parties
Other responsibilities/projects, as necessary
Job Requirements
Bachelor’s degree in accounting, finance or business administration
Minimum of 5-8 years of industry experience, with demonstrated progression
Strong organizational and project management skills, strong attention to detail, and strong oral and written communication skills
Eagerness to work in a fast-paced environment and ability to learn complex investment products and related processes
Ability to work independently and as part of a team with a willingness to assist others with initiatives that go beyond typical daily responsibilities
Advanced knowledge of Outlook
Thanks and Regards,
Valerian D’Cunha
Lenmar Consulting Inc (a Kellton Company)
185 Hudson Street, Suite 1440, Jersey City, NJ
D: 201-484-0120
F: 201-946-1790
E: vdcunha@lenmarit.com
#J-18808-Ljbffr
Duration - 12 months +
Location - Boston, MA 02109
Max Pay Rate - $57.63/hr W2 (No Benefits)
Initial part of role will be on-site for training
Leading financial services company seeks a Director, Investor Services in its Alternative Investments Group within Fund Administration. This position will primarily assist with Investor Services operational and oversight functions of alternative investment products that have a strong tax component to the strategy. Due to the specialized nature of these investment products, this position will expose the candidate to a unique combination of responsibilities that include performing certain operational responsibilities, assist with the oversight of service providers, maintaining a strong system of internal controls, and acting as a resource to support other departments in operational requests. The position may also assist with documenting processes and controls needed to support new investment products. While this position is operational in nature, it is required that the candidate gain an understanding of the investment products being supported, with a focus of the tax implications of related shareholder activities, in order to perform effectively in this role.
Primary Responsibilities
Performing functions related to subscriber on-boarding
Recording and tracking investor contributions and sharing the record with other internal stakeholders
Work with service provider(s) for questions on subscription documents and facilitating necessary inquiries with sales team
Review various calculations related to fund subscriptions including valuation, commissions, tax measurements
Preparing and facilitating various forms of subscriber and intermediary communications
Work with internal stakeholders to remediate subscriptions, as needed
Review subscription documents within proprietary closing system with responsibilities including: Process, review and remediate incoming subscription documents, review electronic data that was translated from manual/electronic subscription documents via OCR technology for accuracy, research and validate critical data elements to transform data from manual subscription documents and other related materials to electronic data
Oversee offshore team & outside vendors for intake & review of electronic subscriptions
Support the relationship with the Shareholder Portal third party vendor and lead initiatives to improve portal processes and workflows
Communicate with the transfer agent, fund accountant, and other service providers by performing monitoring, reconciliation and other oversight procedures
Ensuring that all departmental policies, procedures and controls are at the highest level of industry standard, are well documented, and consistently applied by both the Group and service providers and assist with development and administering consistent practices for new products
Providing support to internal departments (such as the Wealth Strategies team and Equity team) on a broad range of matters including operational matters, on-boarding of sub-agents, shareholder and placement agent inquiries, etc.
Respond to inquiries both from internal and external parties
Other responsibilities/projects, as necessary
Job Requirements
Bachelor’s degree in accounting, finance or business administration
Minimum of 5-8 years of industry experience, with demonstrated progression
Strong organizational and project management skills, strong attention to detail, and strong oral and written communication skills
Eagerness to work in a fast-paced environment and ability to learn complex investment products and related processes
Ability to work independently and as part of a team with a willingness to assist others with initiatives that go beyond typical daily responsibilities
Advanced knowledge of Outlook
Thanks and Regards,
Valerian D’Cunha
Lenmar Consulting Inc (a Kellton Company)
185 Hudson Street, Suite 1440, Jersey City, NJ
D: 201-484-0120
F: 201-946-1790
E: vdcunha@lenmarit.com
#J-18808-Ljbffr