- 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
- A minimum of 8 years in an Investor Services role in a Fund Administrator
- A minimum of 4 years in a management position
- Experience of HWM Mantra would be an advantage
- A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specialising in accountancy or another financial-related discipline)
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+Job summary · Waystone leads the way in specialist services for the asset management industry. · +ResponsibilitiesThe roles consist of managing a small number of client relationships, ensuring superior client service and the delivery of accurate information in a timely fashion. ...
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Vice President - Fair Lawn - Waystone
Description
Overview
Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years' experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.
Role
The role consists of managing a small number of client relationships, ensuring superior client service and the delivery of accurate information in a timely fashion. The successful candidate will have responsibility for their clients' portfolios from start to finish. This will include (but is not limited to) the following:
Experience
Education
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Vice President
Only for registered members Fair Lawn
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Vice President
Only for registered members Fair Lawn, NJ
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Vice President
Only for registered members Fair Lawn
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Vice President
Only for registered members Fair Lawn
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Vice President
Only for registered members Fair Lawn, NJ
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Vice President
Only for registered members Fair Lawn, New Jersey, , United States
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Vice President of Partnerships
Only for registered members Fair Lawn
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Vice President of Partnerships
Only for registered members Fair Lawn
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Vice President of Partnerships
Only for registered members Fair Lawn
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Vice President of Partnerships
Full time Only for registered members Fair Lawn
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Vice President of Partnerships
Only for registered members Fair Lawn, NJ
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Vice President of Partnerships
Only for registered members Fair Lawn, NJ
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Vice President
Only for registered members Maywood, NJ
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Vice President
Only for registered members Wayne
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Senior Vice President, Private Wealth
Only for registered members New York
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Vice President of Operations
Only for registered members Saddle Brook, NJ
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Vice President of Operations
Only for registered members Saddle Brook
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Vice President of Operations
Only for registered members Saddle Brook
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Vice President of Operations
Only for registered members Saddle Brook
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Vice President of Operations
Only for registered members Saddle Brook, NJ
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Vice President of Development
Only for registered members Ridgewood