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Waystone · 1 day ago

Vice President - Investor Services

Fair Lawn, NJ

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Waystone leads the way in specialist services for the asset management industry, partnering with institutional investors and asset managers. The Vice President of Investor Services will manage client relationships and oversee the Investor Services team, ensuring superior client service and compliance with financial regulations.

Financial Services

H1B Sponsor Likely

Responsibilities

Manage the Investor Services team including training and professional development

Develop and maintain client confidence and belief in the company’s vision and strategy for delivering stakeholder value

Understanding of fund structures, investment strategies, performance fee calculations, AML & compliance regulations

Deliver a high level of service and immediate response time to all client and investor queries

Manage client-specific requests and define projects to develop processes to improve the product offering

Work with external auditors in preparation of year-end financial statements for the Funds

Manage CRS reporting including FATCA reporting

Work closely with the Compliance Officer to ensure all AML procedures are followed in accordance with Waystone Anti-Money Laundering procedures manual

Participate in special projects within the Waystone group including quality control and process improvements

Qualification

Investor ServicesFund StructuresAML & ComplianceManagement ExperienceHWM MantraClient Relationship ManagementFinancial Statements PreparationProject Management

Required

A minimum of 8 years in an Investor Services role in a Fund Administrator

A minimum of 4 years in a management position

Understanding of fund structures, investment strategies, performance fee calculations, AML & compliance regulations

Deliver a high level of service and immediate response time to all client and investor queries

Manage client-specific requests and define projects to develop processes to improve the product offering

Work with external auditors in preparation of year-end financial statements for the Funds

Manage CRS reporting including FATCA reporting

Work closely with the Compliance Officer to ensure all AML procedures are followed in accordance with Waystone Anti-Money Laundering procedures manual

Participate in special projects within the Waystone group including quality control and process improvements

A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specialising in accountancy or another financial-related discipline)

Preferred

Experience of HWM Mantra would be an advantage

Company

Waystone

Waystone is a provider of institutional governance, risk and compliance services to the asset management industry.

Founded in 2000

Dublin, Dublin, IRL

1001-5000 employees

https://www.waystone.com/

H1B Sponsorship

Waystone has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2023 (1)