HedgeServ · 2 days ago
FATCA & CRS Administrator
Raleigh, NC
Full-time
Hybrid
New Grad, Entry LevelHedgeServ is a leading fund administration company that partners with investment managers to provide tech-enabled solutions. The FATCA & CRS Administrator will assist the Investor Services department with daily and monthly functions related to FATCA and CRS, ensuring compliance and accurate reporting.
Financial ServicesVenture Capital
Responsibilities
Responsible for assisting the Investor Services department with daily and monthly functions surrounding FATCA and CRS
Complete the FATCA and CRS Account review to identify reportable accounts, including searching for indicia via electronic and paper search
Review and validate investor tax withholding certificates and self-certification forms, investigate rejections, and advise of any outstanding curative documents that may be required in accordance with FATCA and CRS
Assist with preparation of annual regulatory reporting
Produce client reporting – quarterly and ad-hoc as required
Ensure all FATCA and CRS procedures and controls are completed accurately and to specified deadlines
Assist in the development and implementation of departmental FATCA and CRS procedures and processes
Work on projects/ad-hoc tasks as required
Participate in regular team meetings
Establish good working relationship with other HedgeServ departments
Qualification
Required
Accounting, Finance, Legal or Business Degree
Flexible in terms of their approach and work ethic
Strong analytical and problem-solving skills
Self-motivated and have the ability to work on their own as well as part of a team
IT Literate
Strong verbal and written communication skills
Benefits
Fully paid comprehensive health and well-being benefits
Remote and hybrid working arrangements
Company
HedgeServ
HedgeServ is an financial services providing firm.
Founded in 2008
1001-5000 employees
H1B Sponsorship
HedgeServ 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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2023 (4)
2022 (7)
2021 (4)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Aquiline Capital Partners
2009-03-19Private Equity
Leadership Team
Gene Mannella
Vice Chairman
Irene Kelleher
Chief Information Officer
Company data provided by crunchbase