Address
Form of workJob Description
Your day-to-day activities will include:
- Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers
- Evaluate trade waiver and correction requests from sales teams
- Oversee the facilitation of investor trade settlement
- Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)
- Oversee and coordinate resolution of product servicing issues and errors
- Implement process improvements/enhancements
- Improve internal controls over accounting and operational processes
- Improve collection, dissemination and maintenance of product data attributes
- Lead ad hoc projects within the Shareholder Services group
What knowledge, skills, and experience we need:
- Bachelor’s degree
- Detail-oriented
- Ability to work effectively in a fast-paced environment and think clearly under pressure
- Strong organizational/multi-tasking skills
- Leadership – Exchanges information with appropriate people to complete work
- Problem Solving – Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers
- Self-Development – Ability to recognize personal skills, abilities, limitations and strengths
- Strong Team Player – Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team
- Proven ability to multi-task and prioritize team responsibilities accordingly
- Strong communication and interpersonal skills
Preferred Qualifications
- 1-3 years financial services experience
- Knowledgeable about the alternative investment industry
TriOptus is one of the leading staffing companies in the whole country, directly partnered with more than a thousand renowned medical facilities.
Guaranteeing a quick offer from most of the facilities.
Guaranteeing a quick offer from most of the facilities.
