13 Aug 2019

Senior Officer, Investment Operations

Ref 32560

This expanding Guernsey funds business is seeking a Senior Officer to play a key role in their global business, working in a team of 3 staff.  You'll be responsible for supporting their transaction and investment teams by completing, executing, organising and tracking investment documents to tight deadlines.

Responsibilities include:

·         Completion, execution and filing of high volume investment subscription and corporate action documentation

·         Handling counterparty AML/CDD requests enabling entities to be on-boarded with transaction counterparties

·         Handling certain investment related processes, e.g. investor subscriptions to internal SPVs

·         Acting as an A-signatory for investment related documentation

·         Leading/taking part in projects to improve/increase the efficiency of existing processes

·         Management responsibilities within the team depending on experience/seniority

Experience Required:

·     Minimum 5 years’ experience from an investment firm, the asset management or financial services industries

·     Subject matter knowledge in (i) investment subscription documentation, management and/or (ii) KYC/AML

·     Self-motivated and detail focussed, able to complete tasks at high quality within tight deadlines. Sets a very high standard of work.

·     Excellent communication and interpersonal skills

·     Willingness to be hands-on with team tasks

·     Entrepreneurial mind-set and proactive, solution-oriented mentality

·     Clear career vision: understanding of the firm’s business and industry

·     Leadership experience for candidates considered for management responsibilities

This is a mid to managerial level, autonomous role requiring a self-starter.

Full time working hours are required.


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