Jobs at Waystone

Lead and manage client relationships for investment fund clients, coordinating with investment managers, boards, and service providers. Ensure operational effectiveness, governance, regulatory compliance, and commercial profitability. Develop account plans, capture opportunities for cross-sell/upsell, maintain Salesforce records, represent Waystone at board meetings, and drive process improvements and regulatory change projects.

The Sales Development Representative generates new business by identifying and nurturing leads, conducting outreach, qualifying prospects, and managing the sales pipeline. They collaborate with marketing and sales teams while staying informed on industry trends.

Lead and support cyber consulting engagements including vulnerability and cloud security assessments, Microsoft 365 reviews, third-party risk, phishing simulations, incident response exercises, tooling and managed services operation, client reporting and proposals, and mentoring junior team members.

Senior leadership role reporting to the CEO to oversee Luxembourg operational delivery, governance and regulatory compliance for the management company. Lead senior teams, drive operational performance, remediation and strategic initiatives, ensure regulatory readiness, and engage with executive, board and regulator stakeholders to improve controls and execution.

Manage a complex portfolio of client entities within a single client relationship, ensuring regulatory compliance and statutory record-keeping. Support board governance (meeting organisation, materials, minutes), corporate lifecycle events and filings, mentor team members, track KPIs, contribute to process improvement and projects, and assist with invoicing and client communications.

Manage a portfolio of fund/entity clients (primarily Cayman and Bermuda): organize board/shareholder meetings, prepare/review materials and minutes, handle board/service provider changes and filings, ensure proper authorizations, assist with financial statement approvals, maintain client records, liaise with registered offices, support liquidations and project work, train team members, and perform administrative tasks to deliver professional corporate secretarial services.

Support the Structured Finance team by preparing management accounts and financial statements, ensuring tax and regulatory compliance, managing reporting deadlines, assisting audits, improving accounting processes, liaising with payroll, preparing board packs, and training/supervising junior staff while maintaining client relationships.

Manage end-to-end payroll for ~1,800 employees across multiple jurisdictions, liaise with external providers and internal teams, prepare payroll and pension payments, maintain payroll systems and reports, resolve queries, ensure compliance, and drive process improvements and automation.

Conduct complex AML/CTF reviews, perform sanctions screenings and research, maintain AML systems (including Fenergo), prepare AML packs, monitor tasks, update procedures, mentor junior associates, and ensure compliance with local and international AML regulations.

Conduct complex AML/CTF reviews, sanctions screening, and research on global clients; maintain AML systems (Fenergo), prepare AML packs, update procedures and tracking, mentor junior staff, and ensure compliance with AML regulations and Waystone policies.

Lead a team delivering accounting, management accounts, statutory financial statements, tax and regulatory compliance for a client portfolio. Oversee monthly/quarterly reporting, payroll liaison, regulatory filings, team development, process improvements, stakeholder relationships, and board pack preparation. Support ad-hoc projects and escalate issues to directors.

Drive and support operational, regulatory and business change initiatives for the Luxembourg Management Company. Manage project delivery, stakeholders, governance materials, audits and regulatory responses. Lead due diligence, RFPs, operational resilience and process improvement activities. Prepare executive and board-level reporting, maintain governance logs, and coordinate cross-functional initiatives to improve controls, efficiency and compliance.

Lead end-to-end monthly MI and investor reporting, own FP&A systems and data governance, drive automation and standardisation, provide forward-looking revenue insight, coordinate budgeting/forecasting, partner with business stakeholders, and manage a two-person reporting team to deliver executive-ready analysis and presentations.

Lead the Group FP&A management information function, owning end-to-end monthly MI production, investor reporting and the reporting calendar. Maintain FP&A systems and data integrity, drive automation and standardisation, deliver forward-looking revenue analysis and forecasts, and partner with business leaders. Manage and develop a small team to produce executive-ready reporting and insights for investors and senior leadership.

Lead end-to-end Group MI and investor reporting, manage FP&A systems and data governance, drive automation and standardisation, deliver forward-looking revenue analysis, coordinate budgeting/forecasting, and manage a two-person MI team to produce executive-grade reporting and insights.

Provide compliance support to a portfolio of asset-management clients: perform AML screening and risk assessments, maintain client files and timesheets, develop and update policies, support client relationships, and contribute to internal projects and regulatory monitoring.

Lead and manage strategic relationships with global investment managers, ensuring client retention, governance oversight, and commercial growth. Mentor relationship managers, coordinate reporting and SLAs, pursue cross-sell opportunities, represent the firm at boards and industry events, and support regulatory, compliance, and digital transformation initiatives including CRM and AI tools.

The Assistant Vice President will manage client relationships, oversee team performance, ensure accurate reporting, and liaise with stakeholders in fund accounting.

The VP of Fund Accounting manages client relationships, oversees a team, ensures client service, and reviews financial deliverables, while ensuring adherence to policies.

The Associate will manage client relationships, organize board meetings, assist with documentation, and support the Company Secretarial team while ensuring compliance and organization.