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 recent 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 new 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.

📌 Associate Manager-Fund Services (India)
🏢 TMF Group
📍 India