Senior Investor Services Specialist - Hybrid/Remote

Stone Coast Fund Services Ltd.; Portland (ME); Híbrido; USD 70 000 - 105 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Dental & vision plans

Life insurance

401(k) with employer match

Student loan repayment support

HSA and FSAs

Paid time off

Company events

Resumo da oferta

Stone Coast Fund Services Ltd. in Portland, Maine, seeks a Senior Investor Services Representative to service investors, analyze transactions, and ensure data quality across platforms.

The role combines in-office collaboration with flexible hybrid options within Maine and fully remote eligibility for several states. You will mentor teammates, respond to client requests, and participate in technology-driven projects while applying knowledge of FINRA, SEC rules, AML, FATCA, and related

Qualificações

• Three or more years of experience in Investor Services for hedge funds.
• Strong verbal and written communication skills.
• Ability to understand and explain complex documents and regulatory guidance.

Responsabilidades

• Analyze and process investor subscription, transfer, and redemption requests.
• Set up and record investor and transaction information.
• Review and report investor data in accounting and services systems.
• Mentor and support team members within the group.
• Respond to client service requests and escalate when needed.
• Participate in team meetings and cross-functional projects.

Conhecimentos

Investor Services

Hedge funds

Communication

Teamwork

Attention to detail

Formação académica

Four-year college degree in Accounting/Finance/Business/Economics

Descrição da oferta de emprego

Stone Coast Fund Services Ltd. in Portland, Maine, seeks a Senior Investor Services Representative to service investors, analyze transactions, and ensure data quality across platforms.

The role combines in-office collaboration with flexible hybrid options within Maine and fully remote eligibility for several states. You will mentor teammates, respond to client requests, and participate in technology-driven projects while applying knowledge of FINRA, SEC rules, AML, FATCA, and related