FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Investor Services Associate
Kaufman Rossin. Process capital activity, including subscriptions, transfers, and redemptions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investor reporting, anti-money laundering procedures, and effective communication with clients and investors. Proficient in managing client relationships and performing due diligence checks while maintaining attention to detail and organizational skills.
Highest-signal resume keywords
Investor ReportingAnti-Money Laundering ProceduresMicrosoft Excel ProficiencyClient CommunicationOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investor ReportingAnti-Money Laundering ProceduresDocument ReviewAccounting KnowledgeFinancial Reporting Knowledge
Soft Skills
Problem SolvingInitiativeTeam PlayerAttention to DetailStrong Communication Skills
Tools & Technologies
Record Keeping SystemsMicrosoft Excel
Industry Keywords
Fund AdministrationDue DiligenceClient ManagementInvestor Documentation
About the role
Key responsibilities & impact- Process capital activity, including subscriptions, transfers, and redemptions
- Review fund and investor documentation
- Perform anti-money laundering and due diligence checks on investors
- Prepare investor reporting
- Handle investor communications and inquiries
- Communicate directly with clients, investors, and their legal counsel
- Manage a group of clients
- Take initiative to resolve problems for clients, investors, and team members
- Work with team members in a rapidly growing fund administration practice
Requirements
What you’ll need- Understanding of investor reporting matters
- Understanding of anti-money laundering procedures and matters
- Ability to clearly communicate with clients/investors via email and phone
- Ability to review documents and liaise with clients/investors to ensure documents are complete
- Knowledge of record keeping systems a plus
- Understanding of accounting and financial reporting a plus
- Team player with superior organizational skills and ability to work independently, problem solve, take initiative, and strong communication skills
- Strong computer skills
- Bachelor's degree in accounting, Finance, or related discipline
- Advanced proficiency with Microsoft Excel
- Strong organizational and analytical skills
- Excellent verbal and written communication skills
- Attention to detail and ability to handle work quickly and accurately
Benefits
Comp & perks- Work-Life Balance
- People First Company
- Hybrid work policy
- Working directly with peers in the US