Senior Manager Transfer Agency/Investor On-Boarding
il y a 3j

Senior Manager Transfer Agency / Investor On-Boarding

Senior Manager Transfer Agency / Investor On-Boarding (m / f)

Role summary :

Sanne is currently seeking a new member for our Client Service Management division. The role focuses on taking responsibilities for a diversified portfolio of unregulated and regulated alternative investment funds and provide a full suite of administrative and oversight services to a growing portfolio of clients.

Key Responsibilities :

  • Proactively assisting in the management of a portfolio of clients, while reporting to Associate Director / Director;
  • Working within a specialised services team on all aspects relating to transfer agency and investor relations to ensure the team is running efficiently;
  • Communicate with TA Managers and Assistant Managers throughout the day with regards to task completion updates and monitoring KPI completion;
  • Being a key contact for clients and maintaining a strong relationship in addition to all other external parties involved in day-to-day matters;
  • Acting as technical and knowledge point of contact for the team and an escalation contact for specialised requests;
  • Regularly review team statistics with the Associate Director to identify trends and areas of improvement;
  • Contributing to the development of your own and team’s technical acumen;
  • Managing a team by coordinating, coaching and supervising;
  • Ensure proper and timely time recording, billing;
  • Handling day-to-day investor and client communications and ensuring tasks are completed on a timely basis;
  • Supervise clients’ transactions (capital calls, distribution to investors, etc.), circulate and track relevant documentation;
  • Supervision and coordination of the Investor On-Boarding Process and ongoing Fund Closings;
  • Maintenance of the Investor On-Boarding and ongoing monitoring framework of Sanne Luxembourg in conjunction with the relevant internal stakeholders;
  • Ensuring that all client transactions are executed in an efficient and timely manner and also maintaining levels of complete accuracy;
  • Build professional, positive and collaborative working relationships with peers and colleagues in other departments alongside external parties and clients.
  • Requirements

    Skills / experience required :

  • Degree qualified in a Business or Finance related area;
  • 4-5 years in a supervisory-management role within a transfer agent environment;
  • A team player who can work well within the function to deliver a quality service;
  • Creative and innovative;
  • Attention to detail;
  • Problem solver;
  • Strong Knowledge of KYC / AML requirements;
  • Good command of English in writing and verbally, with the ability to build effective working relationships. German / French is an asset;
  • Proficient user of Microsoft Office suite.
  • What you can expect :

  • An innovative, modern business environment
  • Highly motivated experienced team
  • Growth & development opportunities
  • Cette offre n'est plus disponible. Vous pouvez cependant retrouver toutes les autres offres de SANNE.

    Ajouter aux favoris
    Retirer des favoris
    Mon email
    En cliquant sur « Continuer », je consens au traitement de mes données et à recevoir des alertes email, tel que détaillé dans la Politique de confidentialité de neuvoo. Je peux retirer mon consentement ou me désinscrire à tout moment.
    Formulaire de candidature