Investor Services Officer

Alter Domus; Hyderabad; On-site; INR 350,000 - 600,000; Full time

Benefits offered by this job

Professional accreditations

Flexible holidays

Birthday day off

Mentoring

Sports events

Employee assistance

Employee share plan

Local benefits

Job summary

Alter Domus is seeking a detail-oriented back-office professional in Hyderabad, India, to support investor documentation, CRM data, and KYC processes. You will engage in email etiquette, trainings, and internal/outbound calls while ensuring timely task completion and governance compliance.

You will manage client expectations, review subscriptions and redemption agreements, maintain organized investor records, and coordinate with DTCC/AIP platforms.

Qualifications

• Relevant work experience; Associate or Bachelor’s degree preferred.
• 2–5 years of relevant experience.
• Exceptional written and verbal communication skills.
• Excellent organizational and time management skills.
• Ability to multitask and prioritize daily workload.

Responsibilities

• Demonstrate basic email etiquette.
• Attend and complete all assigned trainings.
• Attend and participate in relevant internal and external calls.
• Process and index all pertinent emails accurately and efficiently.
• Show ownership and ability to prioritize tasks, work on multiple assignments, and ensure assigned tasks are completed in a timely fashion.
• Ensure company policies and procedures are followed and compliant with applicable governance.
• Assist the department in mitigating the risks for errors.
• Assist in managing client’s expectations and turnaround times by effectively communicating externally and internally.
• Review investor documentation such as, but not limited to, subscription agreements, transfer agreements, and redemption agreements, and provide comments for any missing information within the corresponding HUB Workflow.
• Maintain all investor documentation and Know Your Customer (KYC) documents on internal drives in an organized fashion.
• Create and maintain investors' Customer Relationship Management (CRM) data in systems.
• Communicate to your management any escalations in a timely manner.
• Demonstrate the ability to assist in posting documents on CorPro or 3rd party portals.
• Assist in training new hires.
• Participate and have the ability to provide relevant feedback in enhancements, testing, and projects.
• Assist in reviewing and provide feedback to colleagues' workflows.
• Serve as a backup to team as needed.
• Have the ability to handle complex clients with many nuances independently.
• Able to process and complete workload with minimal assistance.
• Ability to coordinate with DTCC/AIP platform to successfully complete the following tasks: creation and submission of Security General Profile to establish fund profile on AI, creation and submission of positions and activity files, and identify rejections and perform follow up.

Skills

Written & verbal communication

Multitasking

Time management

Organizational skills

Education

Associate or Bachelor’s degree preferred

2–5 years of relevant experience

Job description

ABOUT US:

As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions.

With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, how we work, and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take.

Find out more about life at Alter Domus at careers.alterdomus.com

Job Description:

• Demonstrate basic email etiquette.
• Attend and complete all assigned trainings.
• Attend and participate in relevant internal and external calls.
• Process and index all pertinent emails accurately and efficiently.
• Show ownership and ability to prioritize tasks, work on multiple assignments, and ensure assigned tasks are completed in a timely fashion.
• Ensure company policies and procedures are followed and compliant with applicable governance.
• Assist the department in mitigating the risks for errors.
• Assist in managing client’s expectations and turnaround times by effectively communicating externally and internally.
• Review investor documentation such as, but not limited to, subscription agreements, transfer agreements, and redemption agreements, and provide comments for any missing information within the corresponding HUB Workflow.
• Maintain all investor documentation and Know Your Customer (KYC) documents on internal drives in an organized fashion.
• Create and maintain investors' Customer Relationship Management (CRM) data in systems.
• Communicate to your management any escalations in a timely manner.
• Demonstrate the ability to assist in posting documents on CorPro or 3rd party portals.
• Assist in training new hires.
• Participate and have the ability to provide relevant feedback in enhancements, testing, and projects.
• Assist in reviewing and provide feedback to colleagues' workflows.
• Serve as a backup to team as needed.
• Have the ability to handle complex clients with many nuances independently.
• Able to process and complete workload with minimal assistance.
• Ability to coordinate with DTCC/AIP platform to successfully complete the following tasks: creation and submission of Security General Profile to establish fund profile on AI, creation and submission of positions and activity files, and identify rejections and perform follow up.

Your Profile:

• Relevant work experience, Associate or Bachelor’s degree is preferred.
• 2 to 5 years of relevant experience.
• Exceptional written and verbal communication skills.
• Excellent organizational and time management skills.
• Ability to multitask and prioritize daily workload.

WHAT WE OFFER:

We are committed to supporting your development, advancing your career, and providing benefits that matter to you.

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning.

Our global benefits also include:

• Support for professional accreditations
• Flexible arrangements, generous holidays, plus an additional day off for your birthday!
• Continuous mentoring along your career progression
• Active sports, events and social committees across our offices
• 24/7 support available from our Employee Assistance Program
• The opportunity to invest in our growth and success through our Employee Share Plan
• Plus additional local benefits depending on your location

Alter Domus is an Equal Opportunity Employer: Equity Statement

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

(Alter Domus Privacy notice can be reviewed via Alter Domus webpage:https://alterdomus.com/privacy-notice/)

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