Waystone leads the way in specialist services for the asset management industry.
Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.
With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.
The roles consist of managing a small number of client relationships, ensuring superior client service and the delivery of accurate information in a timely fashion. The successful candidate will have responsibility for their clients’ portfolios from start to finish. This will include (but is not limited to) the following:
· Manage the Investor Services team including training and professional development
· Develop and maintain client confidence and belief in the company’s vision and strategy for delivering stakeholder value
· Understanding of fund structures, investment strategies, performance fee calculations, AML & compliance regulations
· Deliver a high level of service and immediate response time to all client and investor queries
· Manage client-specific requests and define projects to develop processes to improve the product offering
· Work with external auditors in preparation of year-end financial statements for the Funds
· Manage CRS reporting including FATCA reporting
· Work closely with the Compliance Officer to ensure all AML procedures are followed in accordance with Waystone Anti-Money Laundering procedures manual
· Participate in special projects within the Waystone group including quality control and process improvements
Experience:
· A minimum of 8 years in an Investor Services role in a Fund Administrator
· A minimum of 4 years in a management position
· Experience of HWM Mantra would be an advantage
Education:
· A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specialising in accountancy or another financial-related discipline)
Skills Required
- Minimum 8 years in an Investor Services role in a Fund Administrator
- Minimum 4 years in a management position
- University degree in Business, preferably in accountancy or finance
- Experience of HWM Mantra
What We Do
Waystone is the leading provider of institutional governance, risk and compliance services to the asset management industry. Partnering institutional investors, investment funds and asset managers Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now supporting asset managers with more than US$2Tn in AUM Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence
