Job Description

We are seeking for Sr. Shareholder Administrator (KYC / AML / Transfer Agency/ Investor Servies) to join and support our growing team. You will be working alongside a group of experienced and amiable industry professionals. If you're a passionate solution driven self-starter, Bolder Group is a perfect place to grow your career.

Key Responsibilities:

Reviewing and processing of all KYC/AML related information of our clients' new investors in our system (Mantra). Ensuring that all KYC/AML related information of the existing investors is up to date, including periodic checks and risk assessments. Communicating with colleagues and clients via email and telephone about the files you are handling. Assisting with all screenings of our databases. Assisting with all required reporting (FATCA, CRS, Proof of Information). Setting up and reviewing new investors in Mantra. Processing investor transactions and generating contract notes and investor statements. Mentoring junior team members and assisting the Team leader. Any other tasks that may be assigned from time to time.

Ideal experiences and competencies:

Diploma or Bachelor's Degree in Accounting, Finance or Business-related area would be an additional asset. Relevant shareholder service experience in Hedge Funds (preferred) or Private Equity Funds would be an advantage Preferably with at least 2 years' experience in Transfer Agency or Investor Servies Excellent working knowledge of MS Office. Strong written & verbal communication skills. Proficient in verbal and written English Proficient in Mantra will be an advantage. Client oriented, solution driven whilst adhering to internal policies and procedures.

About the Company:

Develop professionally within a dynamic and growing organization Work in a global team with diverse challenges Excellent working environment with international exposure

Location & Work Setup:

Location: Oval Damansara (685, Jln Damansara, Taman Tun Dr Ismail, 60000 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia) Hybrid work arrangement (2 days of work from home, 3 days on-site) Regular business hours (Monday to Friday, 9am to 6pm)

If you're interested in learning more about our team, please visit our page:

Working at Bolder https://careers.boldergroup.com/working-at-bolder https://careers.boldergroup.com/how-we-hire Bolder Group Identity https://boldergroup.com/about-bolder-group/
Job Type: Full-time

Application Question(s):

Do you need a visa sponsorship from Bolder Group in order to work in Malaysia? an you please describe the types of fund structures you have worked with in your previous/current roles? What is your expected monthly salary?
Experience:

Investor Services / Transfer Agency: 1 year (Preferred)
Language:

English (Preferred) Chinese (Preferred)
Work Location: In person