Senior Associate, Sales & Investor Services Operations

Responsibilities

• Proactively manage and follow through on investor issues and service requests to ensure effective resolution.
• Main point of contact responsible for coordinating and supporting the completion of investor due diligence questionnaires (DDQs) and operational due diligence (ODD) requests.
• Maintain and update investor and platform data including but not limited to PPM, factsheets, KIIDS, PRIIPs, and other funds related documentation.
• Prepare and review investors reports and performance updates
• Liaise with distributors on distribution fee matters, reporting requirements, and related operational queries.
• Maintain and reconcile investor trackers and databases.
• Contribute to process enhancement initiatives, focusing on strengthening controls, improving accuracy, and increasing operational efficiency.
• Provide support to the daily operation and management of the Firm's investment funds.
• Contribute to ad hoc projects and broader team initiatives as needed.
• Work closely with the sales team and provide support to external parties such as investors and distributors.

Requirements

• Bachelor's degree in finance, Business, Economics, or related discipline.
• At least 3 years of relevant experience in asset management, fund operations or investor servicing.
• Strong analytical and problem-solving abilities, particularly when addressing client queries, change requests, and escalations.
• Demonstrate ability to partner across product groups, regions and functional responsibilities.
• Strong stakeholder management skills with the ability to operate effectively in a fast-paced, deadline-driven environment.
• Familiarity with fund reporting, investor reporting, or platform operations would be advantageous.
• Proficiency in Microsoft Excel and handling large datasets.
• Possess a keen interest in innovation and actively explore new ideas, particularly in leveraging AI tools to enhance business support and operational efficiency across our expanding platform.
• Be resourceful and able to work with fund data to support the team effectively.
• Good communication skills and able to manage multiple stakeholders efficiently.

Additional Information

Role: Senior Associate, Sales & Investor Services Operations Location: Singapore Role Overview Our client, a large hedge fund who manages assets around USD5bn, is seeking a motivated and detail-oriented team member to join their Operations team, with a primary focus on investor-related matters and supporting the sales function. The role will involve day-to-day investor servicing, data management, reporting, and coordination across various stakeholders and platforms to ensure service delivery is maintained at a highest quality. The successful candidate will collaborate closely with internal business units and external service providers to ensure timely and accurate investor support.

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