Investor Relations Specialist--Jersey City $50000 - $70000 + bonus JOB CODE CINVRELJA2547

If not you, would you know someone???  I will pay a finders' fee if you refer someone who is hired.

 

 

Investor Relations is responsible for processing all documentation and monies for investor transactions into our clients’ funds as well as producing and distributing all investor reporting.  The department verifies each investor to ensure eligibility and compliance with anti-money laundering requirements. The Investor Relations Specialist is an integral member of a dedicated client team. This role is focused on day-to-day client interaction. It requires thorough and precise work in a fast-paced, deadline-driven environment.

 

Description:

·               Review of subscription agreements

·               Follow up with investors on missing documentation

·               Complete KYC and AML on new partners

·               Carry out partner transfers and name changes

·               Maintenance of all electronic and physical partner records

·               Maintenance of bank accounts for funds assigned

·               Prepare daily cash reconciliation for various accounts

·               Production of Partner Statements, Capital Calls, Distributions and correspondence

·               Distribution of Partner Statements, Capital Calls, Distributions and correspondence

·               Follow up with investors for payment on past due calls

·               Update all contacts information in all systems

·               Appropriate handling of fund manager and investor calls

·               Assisting with various projects as assigned

 

Qualifications required:

·         1 – 3 years experience in Financial Services

·         Exposure to accounting and performance reporting

·         Hedge fund or mutual fund background

·         Demonstrated strong client relationship experience

·         BS or BA in Accounting/Finance/Economics

·         Excellent Microsoft Office Suite skills

·         Proactive attitude

·         Attention to detail

·         Superior written and oral communication skills

·         Ability to manage multiple tasks / projects

·         Problem solver

Email resume in Word to thebiggamehunter@cisny.com  ONLY IF YOU HAVE THE EXPERIENCE SOUGHT. Please include the job code with the position.

NO RELOCATION. NO VISA TRANSFERS. NO 3RD PARTIES. NO OVERSEAS RESUMES.

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