About the role:
The role sits within the Investor Relations Team. The primary responsibility is to work as part of the investor services team to ensure timely response to investor queries, maintaining the integrity of data and record keeping within our core systems (eFront FIA, Intralinks).
Key Responsibilities:
- To liaise in a seamless fashion with investors and clients in order to deal with and resolve any investors queries, requests or requirements that may fall due. Investor relations will act as the font office and be in proactive engagement with investors to ensure that all requests are satisfied in a timely and professional manner. Liaison with the Operational teams in achieving this may be necessary
- Monitoring the dedicated investor query mailboxes to ensure that all enquiries and change requests are promptly handled via Outlook and our in-house query management system Hobart, to assign, prioritize and efficiently resolve all change requests
- To carry out the upload of investor reporting and notices on to a relevant portal platform and send out via email or other communications methods in a time and accurate manner
Skills and Experience:
- A recognised accountancy or other relevant qualification (e.g. ACCA/ACA/ICSA).
- Prior experience of PE and fund administration