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Client Service Associate, Global Investment Firm

Cornerstone Global Partners
Singapore
Posted 3 days ago Permanent 63k - 82k
B
Posted by
Belle Wint
Recruiter

 

  • Investigate and answer non-investment decisions related client and investment team inquiries

  • Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions

  • Efficiently lead the onboarding of new clients by proactively managing internal and external data and regulatory information requests and keeping a client centric focus

  • Engage with client contact(s), investment teams, and other internal business areas to ensure effective communication regarding the implementation of investment decisions

  • Enter approved transactions into internal trade order system, ensuring prompt and accurate processing by internal groups, and generally overseeing full transaction lifecycle

  • Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)

Qualifications:

  • BS/BA with 3+ years of experience in the financial services industry. Experience in portfolio-related operations valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.

  • Exceptional problem solving, analytical, and organizational skills

  • Demonstrated skill in project management and prioritization

  • Familiarity with Anti-Money Laundering/Know Your Customer Regulations as well as Due Diligence requirements

  • Understanding of currency and derivative overlay implementation and monitoring

  • Experience with Bloomberg and FactSet is a plus. 

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