Investor Operations and Relations Coordinator
M
my teamFintech, Investments
Work remotely from anywherePart-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Data AnalysisMicrosoft ExcelHubSpot
Requirements
- Previous experience in financial institutions’ operations or administration is an advantage.
- Familiarity with KYC, FATCA, and financial compliance regulations.
- Highly organized, detail-oriented, and reliable.
- A quick learner with strong analytical and problem-solving skills.
- Proficient in Excel, including pivot tables and data analysis.
Responsibilities
- Maintain strong, professional relationships with the fund's investors and serve as their primary point of contact.
- Manage daily fund operations, including overseeing cash flows across multiple banks and brokers, while ensuring regulatory compliance.
- Collaborate with the fund administrator on monthly NAV calculations and reporting requirements.
- Monitor portfolio risks and address any operational challenges as they arise.
- Manage the fund’s CRM system (HubSpot) and assist with marketing and communication efforts.
- Facilitate fund deposits and redemptions, ensuring smooth and accurate processes.
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