- Support organizational and project management efforts across the Investor Services team
- Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology
- Provide on the job training and guidance on team processes and best practices to colleagues
- Respond and resolve investor-related inquiries and/or requests within a timely manner
- Identify and escalate complex cases or queries to senior team leads
- Manage investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents
- Capture investor data during the onboarding process and investor lifecycle maintenance
- Reconcile data to Fund Administrators' and follow procedures to resolve any breaks
- Implement, action, review and oversee investor data rooms - including set up, document and contact maintenance
- Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes to drive change
- Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel
- College graduate with outstanding academic record
- 4-6 years of professional experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services
- Experience with Salesforce and/or Intralinks is a plus
- Experience in customer service is a plus
- Experience working with alternative asset classes is a plus
- Spoken or written multilingual proficiency is a plus
- Strong team player who enjoys collaboration, working cross-functionally and demonstrates willingness to assist with various tasks, as needed
- Problem solver with ability to research solutions and identify potential resolutions
- Critical thinker with ability to think creatively to troubleshoot and resolve issues
- Comfortable and capable of managing multiple priorities from multiple sources, including internal and external requestors
- Ability to prioritize and multi-task under pressure and across time zones to drive processes and results
- High attention to detail and customer experience to provide a best-in-class client experience
- Demonstrate a high level of integrity to protect sensitive client information
- Outstanding presentation, communication, writing, and interpersonal skills
- Expert Microsoft suite skills, especially Excel and PowerPoint skills, Visio is a plus
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Associate, Investor Services - Los Angeles, United States - Ares Management
Description
Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.Job Description
Ares Management is looking to hire an Associate for the Global Client Solutions ("GCS") team in Los Angeles. Investor Services is expanding its team to support the firm's strategic objectives related to fundraising and client service. Investor Services acts as a centralized point of contact for external clients, internal teams and service providers on investor data, onboarding, inquiry management and data rooms across all business lines at Ares (credit, private equity, real assets, infrastructure, secondaries, and strategic initiatives). This is a unique opportunity to join a growing team that is defining new processes, building technologies, and launching enterprise-wide functions.
The individual will be responsible for data room contact and document maintenance, capturing and maintaining investor data, supporting investor onboarding efforts, coordinating with external and internal teams, general team administrative items and projects. As this is a new team, the role will require a dynamic, adaptive, and proactive professional who can help identify enhancements to new and existing processes.
Reporting relationships
Reports to: Principal, Head of Investor Services; Vice President, Investor Services North America Team Lead
Supervises: n/a
Primary functions & responsibilities
Education:
Compensation
The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
$120,000 - $140,000
The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.