Investment Services Manager

3 weeks ago

Charlotte, North Carolina, United States Artex Full time
{"About the Role": "At Artex, we're redefining the possibilities of risk management. As a key member of our team, you'll play a vital role in delivering exceptional investor services to our clients.

Your primary focus will be on ensuring timely and accurate processing of subscriptions, redemptions, and transfers. You'll also review offering documents and service agreements for funds, mutual funds, unit trusts, and partnerships.

In addition, you'll manage client compliance with relevant AML/ATF, FATCA, and CRS regulations. You'll process the creation and reporting of side pockets for ILS fund structures and continually evaluate the efficiency and effectiveness of operational policies, procedures, and controls.

You'll work closely with management to develop new tools to service new client requirements and perform transfer agency functions, including processing subscriptions, redemptions, share transfers, and generating client ad-hoc reporting.

Key Responsibilities:

* Ensure timely and accurate processing of subscriptions, redemptions, and transfers
* Review offering documents and service agreements for funds, mutual funds, unit trusts, and partnerships
* Manage client compliance with relevant AML/ATF, FATCA, and CRS regulations
* Process the creation and reporting of side pockets for ILS fund structures
* Continually evaluate the efficiency and effectiveness of operational policies, procedures, and controls
* Work closely with management to develop new tools to service new client requirements
* Perform transfer agency functions, including processing subscriptions, redemptions, share transfers, and generating client ad-hoc reporting

Requirements:

* A University Degree in Business or a related discipline
* Internationally recognized accounting designation advantageous (e.g. ACA/ACCA/CIMA/CPA)
* Recently (within last 2 years) worked a minimum of 4 years for a fund administrator with at least 2 years' experience managing investor services staff
* Proven experience creating side pockets for hedge or ILS fund structures preferred
* Advanced knowledge of anti-money laundering regulations, due diligence procedures, and ERISA requirements
* Proven experience managing, training, and developing staff, including supervisory experience in a complex operations management department
* Strong understanding of FATCA and CRS regulations
* Excellent computer and business application skills, including strong proficiency with Microsoft Office Suite, with an emphasis on Excel and Word
* Experience in a client-facing role with excellent written and verbal communication skills and problem-solving ability
* Ability to meet tight deadlines and willingness to work extended hours and public holidays as required

What We Offer:

* Competitive salary
* Great teams and exciting career opportunities
* Medical/dental/vision plans, which start from day one
* Life and accident insurance
* 401(K) and Roth options
* Tax-advantaged accounts (HSA, FSA)
* Educational expense reimbursement
* Paid parental leave
* Digital mental health services (Talkspace)
* Flexible work hours (availability varies by office and job function)
* Training programs
* Gallagher Thrive program – elevating your health through challenges, workshops, and digital fitness programs for your overall wellbeing
* Charitable matching gift program
* And more...

At Artex, we value inclusion and diversity and are committed to creating a workplace that is welcoming and inclusive for all employees. We believe that diversity is a vital strength and that our differences are what make us stronger.

We are an equal opportunities employer and welcome applications from all qualified candidates.

If you're passionate about risk management and want to be part of a dynamic team, we encourage you to apply.

Please note that this job description is not a contract and is subject to change.

We look forward to hearing from you"}

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