Role & responsibilities:

- LP reporting email management.
- Updating and maintaining various investor portals to include uploading and distributing documents to investors.
- Investor portal question management.
- Maintain compliance and control protocols.
- Onboarding new clients from start to finish, with group level support, as needed
- Training new employees.
- Interface and communicate with the investor portal software companies or internal group teams.
- Working with managers and or clients on investor communications.
- Working with managers to meet deadlines.
- Coordinating with treasury team when investor changes occur that are sent to the portal inbox.
- Maintaining client protocol and best practices.
- Information resource for team.
- Other duties as assigned.
- Helping set up wire instructions spreadsheets of recent clients and LPs at the onboarding stage.
- Performing call backs to confirm wire instructions of clients and LPs.




- Maintain investor wire instruction spreadsheets and bank templates for clients.
- Assisting with updating wire instructions and confirming the authorized contact for changes.
- Provide backup review for initiation of wires.

Preferred candidate profile:

- 3 to 5 years of direct experience with Investors services, hedge funds, Private Equity admin, client facing, working with wires, KYC, compliance.

- People management experience of 1 to 2 years.

- Very customer services and attention to detail.

Note:

- This is a 9-month contractual role.
- The position is 100% remote.
- Working hours for this role are 3:00 PM to 12:00 AM IST.
- Candidates located in Mumbai, Pune, Bangalore, Delhi, Hyderabad, and Gujarat will be preferred.

📌 Assistant Manager (India)
🏢 TMF Group
📍 India