Senior Associate, Investor Services

Johor, Malaysia

Job Description


Each one of us brings something different to Vistra, working as one team to deliver the right solution.That\'s why our clients choose to work with us - the power of our combined skills makes us unstoppable.Vistra offers a unique platform for our clients and our people to seize the world of opportunities.At the heart of everything we do are our core values:Committing to clients, Working as ONE Vistra, Empowering people and Doing the Right thing.

Why Vistra

At Vistra, we believe our clients\' businesses and people can make a difference in the world. That\'s why our work is focused on helping our clients act with confidence and speed to seize opportunity wherever it arises. As a global corporate service provider and fund administrator with more than 5,000 professionals in over 45 jurisdictions, we empower legal entities globally to work smarter, grow faster, act responsibly, protect capital and scale across borders - by doing what we do best: reducing risk and enhancing efficiency.

We support our clients over six sectors: Private Equity, Real Estate, Capital Markets, Corporate, Company Formation and Private Wealth and deliver value across three service lines:

  • Governance, Risk and Compliance
  • Advisory and Transaction Support
  • Finance, Accounting and Administration
We grow when you grow, and we succeed when we work together across boundaries and borders, as one team. So, our promise to our clients is the same to you: working together, we will give you the confidence, the tools and the support to achieve your ambitions and leverage your unique skills - to seize your opportunity and help make a difference in the world.

You can also check out our and our to get a sense of Vistra\'s culture and our values.

So, what do you think? If you are excited about working with us and think you can get the job done but not quite sure if you meet all the requirements 100%, we want to encourage you to give it a try OR have an informal chat with one of our Talent Acquisition representatives.

Our opportunity for you:

We have an exciting opportunity for an experienced professional to join the Investor Services team on a full-time basis

Purpose of the role:

This role assists the Assistant Manager, Investor Services Team with Client Onboarding process

Scope:

A Senior Associate position to join the Investor Services team, servicing a pool of funds in their investor onboarding process and other investor related matters.

Key Responsibilities:
  • Review Subscription Agreements and KYC requirements.
  • Follow-up with investors on missing document and information.
  • Ensure high quality standards are maintained for KYC and Enhanced Due Diligence (EDD) casework for investors on-boarding during the Fund closing and transfer of interest.
  • Perform periodic review of Investor KYC records.
  • Process investor trade activity in accordance with the fund\'s offering memorandums and anti-money laundering (AML) requirements.
  • Distribution of investor and Fund related documentation such as statements, contract notes, quarterly reports etc.
  • Maintenance of all electronic and physical Investor records
  • Liaise with different departments to provide reports and other investor-related services to clients.
  • Participate in system and process enhancement.
  • Perform other related duties as assigned by department management
Attributes & Skills:
  • Experience in Investor Relations environment is preferred.
  • Minimum 3 - 5 years of experience in KYC related functions.
  • Strong customer services skills
  • Strong communication skills both oral and written.
  • Exceptional attention to detail and time management skills
  • Ability to multi-task and work with large volume of data.
  • Able to work independently and know when to escalate
  • Able to read, write and speak Chinese is an added advantage but not a must
Education/Professional Qualifications:
  • Degree Holder
.

Join US!

Our promise to our clients is simple: we help them seize opportunity and make a difference in the world. It\'s the same to you.

Make a difference - seize your world of opportunity with Vistra!

LET\'S GROW TOGETHER.

Bring Your Whole Self to Work

We\'re passionate about Diversity and Inclusion at Vistra.We believe that everyone is equal and unique, and by embracing diversity it makes us better company.This creates an environment where anyone, from any background, can do their best work; Vistra is for the ambitious, the entrepreneurial, the bold.

Location:

Johor, MY

Department: Global Service Centres Operations (D500203)

Vistra

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Job Detail

  • Job Id
    JD960186
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Johor, Malaysia
  • Education
    Not mentioned