Investor Services Lead - Hedge Fund Client Ops & AML/KYC

Dagen; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A financial services firm in Dallas seeks a Manager for their Investor Services team. This role involves overseeing a group responsible for client interactions, investor transaction processing, and ensuring compliance with AML/KYC regulations. Ideal candidates have a degree in finance or accounting, at least 5 years of relevant experience, and strong communication skills. A full-time position with the opportunity to lead a dedicated team in a client-focused environment.

Qualifications

• Minimum of 5 years’ experience in a Hedge Fund Administration Firm at a senior level.
• At least 3 years of experience at Manager level.
• Ability to work both in a team and independently.

Responsibilities

• Manage a team of supervisors providing investor services.
• Process investor transactions and ensure AML/KYC compliance.
• Prepare and review investor reporting and account statements.
• Maintain relationships with external clients and other departments.
• Ensure timely and accurate client communication.
• Assist with the initialization of new clients.

Skills

Accounting

Finance

Strong verbal and written communication

Strong analytical and problem-solving

Interpersonal skills

Initiative

Education

Accounting, Finance, Legal or Business Degree

Job description

A financial services firm in Dallas seeks a Manager for their Investor Services team. This role involves overseeing a group responsible for client interactions, investor transaction processing, and ensuring compliance with AML/KYC regulations. Ideal candidates have a degree in finance or accounting, at least 5 years of relevant experience, and strong communication skills. A full-time position with the opportunity to lead a dedicated team in a client-focused environment.