Associate Manager - Investor Services

THIS ROLE

Are you passionate about investor services and ready to take the next step in your leadership journey? As an Associate Manager within our Investor Services team, you'll lead and develop a talented team while acting as a trusted partner to clients, investors, and key stakeholders. This is an exciting opportunity to combine technical expertise with people leadership, overseeing the delivery of high-quality investor servicing solutions, driving operational excellence, and contributing to the continued growth of a dynamic and collaborative business. If you thrive in a fast-paced environment, enjoy building strong relationships, and are motivated by developing both people and processes, this role offers an excellent platform to make a meaningful impact and advance your career.

WHAT YOU WILL DO

• You’ll oversee day‑to‑day investor services operations, reviewing work completed by Investor Services Officers and ensuring all deliverables meet quality, compliance, and regulatory requirements
• You’ll manage relationships with clients and investors, providing guidance on ongoing matters and proactively resolving issues before they escalate into complaints
• You’ll monitor investor transactions, including subscriptions, redemptions, transfers, trade settlements, and capital calls, ensuring accuracy and timely processing
• You’ll oversee FATCA/CRS reporting, AM/CFT reviews, CDD requirements, investor onboarding processes, and compliance approvals for complex investor structures, including Omnibus Accounts, PEPs, and REPs
• You’ll coach and develop team members, support performance reviews, drive process improvements, and ensure all internal, client, and Group reporting deadlines are achieved
  
  

  Qualifications

  ABOUT YOU

  • You hold a degree or are fully qualified ACCA or ICSA, with a strong foundation in investor services, fund administration, or financial services
  • You bring robust relevant experience, including exposure to investor servicing, transfer agency, or fund administration activities
  • You have a strong understanding of FSC regulations relating to open‑ended and closed‑ended fund structures
  • You are a people‑focused leader who enjoys coaching, developing talent, and creating a collaborative and high‑performing team environment
  • You are highly organised, client‑focused, and detail‑oriented, with strong Microsoft Office skills, working knowledge of Microgen, and excellent communication skills in English