Investor Services Senior Associate

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

West Orange, United States CSC Full time

Investor Services Senior Associate


Hybrid-West Orange, NJ or Wilmington, DE


Monday to Friday 9:00 a.m. to 6:00 p.m.


Candidates for this position must be eligible to work in the United States without sponsorship. Time on-site or time zone may be necessary based on business need.


Position Summary:

As part of its business expansion strategy, CSC GFM is seeking an Investor Services Senior Associate with 3-5 years of experience to support the investor activities for our Private Equity clients. The candidate will maintain the fund administration system used to manage all investor records, handle investor queries, process investor capital activity, support investor AML/KYC validations, interface with clients as well as manage multiple client deliverables ensuring superior client service and delivery.


Some of the things you will be doing:

• Interact with clients and their investors and support new client Onboard efforts

• Preparation of investor correspondence (Word mail merge & System Generated Output)

• Post information to website portal for investors to retrieve

• Process and report investor activity such as capital calls, distributions, redemptions, etc.

• Distribute correspondence to investors and potential investors via email

• Monitor client email accounts and respond to investor inquiries

• Manage multiple portals and databases (ViewPoint, Investran, Intralinks)

• Complete subscription document review and processing

• Complete AML/KYC verification services, including support document validation and screenings

• Write and update internal policies and procedures, as needed

• Keep track of multiple deliverables, deadlines, and follow-ups

• Set-up and/or Review ViewPoint New Investors, Users, and updates

• Submit and Review Uploads for one-off client requests/needs

• Review Subscription and Transfer checklists

• Provide effective feedback

• Support open projects and provide updates

• Oversee associate team members, prioritize their assignments, and review their work

• Support training of new staff

• Support system enhancements and testing efforts

• Internal responsibilities (status reports, time tracking, etc.)

What technical skills, experience, and qualifications do you need?

• Business degree or equivalent experience

• Excellent verbal and written communication skills

• Attention to detail

• Advanced Excel and Word proficiency (VLOOKUP, SUMIF, IF/THEN, named ranges, mail merge)

• AML/KYC background preferred

• Knowledge of IR systems and CRM software (Investran and Reporting Services experience a plus)

• Experience with Investor Portals (Intralinks, Efront, etc) preferred, but not required

• Strong organizational skill and ability to multi-task

• Adaptable to new and changing technologies

• Excellent analytical and problem-solving skills

• Knowledge of Partnerships, Private Equity, Real Estate or Hedge Funds needed


ABOUT US


CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®


CSC is committed to creating a diverse and growth-oriented environment where everyone is valued and respected. CSC offers challenging career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.


Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.


Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.


WHY WORK WITH CSC?


At CSC®, we’re always looking ahead, finding ways to improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.


CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.


  • CSC is a great place to work with smart and dedicated people. We have been voted a Top Workplace every year since 2006 and are a 2022 National Top Workplace.
  • We offer challenging work and career opportunities. Most positions are filled with internal moves and employee referrals.
  • Employees are eligible for an annual success sharing bonus or commission plans based on role and individual performance.
  • CSC offers excellent benefits, including medical, dental, life insurance, and flexible spending and health savings accounts. We also offer you a 401(k) with employer match and profit-sharing, paid time off, tuition reimbursement, and more.
  • Our global standard for our work environments supports current and future technology initiatives through open design, sit-stand workstations, and digital interface points with wireless access throughout the campus. It’s an exciting time for us in terms of growth and expansion.

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