PolySign & Standard Custody is hiring a
Web3 Investor Services, Senior Associate

Compensation: $65k - $80k

Location: CO Denver, Colorado, United States

Senior Associate, Investor Services

About the role...
Investor Services’ Senior Associate is responsible for the facilitation of investor capital activity processing into private funds (including AML/KYC), communication with investors on behalf of clients, distribution of investor financial reporting, and other ad hoc related projects. The ideal candidate will have 3 - 5 years of experience working directly in an Investor Services role at an alternatives fund administrator or an investment manager.

What you'll be doing

  • Establish effective relationships across the organization to drive business performance and resolve problems
  • Serve as a main point of contact and develop a strong relationship with assigned client contacts
  • Process and review investor capital activity documents and follow up with investors for missing information
  • Perform anti-money laundering checks and review investors due diligence and KYC documents
  • Monitor and reconcile money movement associated with capital activity
  • Send reports, such as contract notes, statements, capital call notices, and distribution notices to investors and clients
  • Communicate with internal teams, fund managers, investors, custodians, and auditors
  • Assist with the distribution of tax documents and audited financial statements
  • Ability to review and understand offering documents, such as LPA and PPM, for hedge funds and private equity funds
  • Identify operational process improvements and help drive change through implementation of new processes
  • Help develop, educate and train staff

What you'll need to be considered...

  • 3-5 years of experience processing documents in the financial services industry
  • Bachelor’s degree in finance, business administration or related field (or equivalent work experience)
  • Experience with Microsoft Excel and ability to learn new applications
  • Must have a high level of attention to detail and organization skills
  • Ability to work in a fast-paced environment while managing numerous projects and clients
  • Ability to work independently and take initiative while also being a team player
  • Experience with hedge funds, private equity funds and the alternative investment space
  • Strong interpersonal skills and positive attitude

Benefits

  • Base compensation range $65,000 - $80,000, depending on experience
  • Stock options and up to 10% annual bonus
  • Health, Dental, Vision insurance
  • Unlimited PTO and 10 paid holidays
  • 100% remote role (must reside in the United States or Nova Scotia)

Apply Now:

This job is closed

Compensation: $65k - $80k

Location: CO Denver, Colorado, United States

This job is closed


Benefits: Pto, Vision Insurance, Dental Insurance, Medical Insurance


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