Fund Administrator - Investment

Mecs; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Mecs, a fast-growing renewable energy and investment business in the United States, is seeking a highly organised Fund Administrator to support investor onboarding, fund administration and compliance.

Working with the CFO and Business Development team, you will coordinate AML/KYC checks, maintain investor records, respond to queries, and help ensure audit-ready documentation and accurate reporting to stakeholders.

Qualifications

• 4+ years' experience in fund administration, investor operations, financial services or investments.

Responsibilities

• Manage investor onboarding, subscriptions and supporting documentation.

Skills

AML/KYC onboarding

Investor onboarding

Excel

Organisational skills

Communication skills

Tools

CRM software

Document management system

Job description

An exciting opportunity is available with a fast-growing renewable energy and investment business seeking a highly organised and detail-oriented Fund Administrator to support its expanding investment and capital-raising activities.

Working closely with the CFO and Business Development team, you will play a key role in investor onboarding, fund administration, compliance and stakeholder coordination.

Key Responsibilities

• Manage investor onboarding, subscriptions and supporting documentation.
• Conduct and coordinate AML/KYC checks and maintain accurate investor records.
• Coordinate workflows between investors, distributors, IFAs and internal stakeholders.
• Handle investor and distributor queries professionally.
• Follow up on outstanding applications and documentation.
• Support the distribution of investor statements, confirmations and tax certificates.
• Maintain audit-ready records and ensure compliance with internal controls.
• Provide administrative and coordination support to the CFO and senior management.

Requirements

• 4+ years' experience in fund administration, investor operations, financial services or investments.
• Working knowledge of AML/KYC and investor onboarding.
• Strong organisational and administrative skills.
• Excellent written and verbal communication skills.
• Confident dealing with investors, IFAs and intermediaries.
• Strong Excel skills and experience with CRM/document management systems.
• Excellent attention to detail and ability to manage multiple priorities.

Advantageous:

Experience with distributor/IFA channels, investment administration, paraplanning or executive support.