Responsibilities

- Demonstrate basic email etiquette.
- Attend and complete all assigned trainings.
- Attend and participate in relevant internal and external calls.
- Process and index all pertinent emails accurately and efficiently.
- Show ownership and ability to prioritize tasks, work on multiple assignments, and ensure assigned tasks are completed in a timely fashion.
- Ensure company policies and procedures are followed and compliant with applicable governance.
- Assist the department in mitigating the risks for errors.
- Assist in managing client s expectations and turnaround times by effectively communicating externally and internally.
- Review investor documentation such as, but not limited to, subscription agreements, transfer agreements, and redemption agreements, and provide comments for any missing information within the corresponding HUB Workflow.
- Maintain all investor documentation and Know Your Customer (KYC) documents on internal drives in an organized fashion.
- Create and maintain investors Customer Relationship Management (CRM) data in systems.
- Communicate to your management any escalations in a timely manner.
- Demonstrate the ability to assist in posting documents on CorPro or 3rd party portals.
- Assist in training current hires.




- Participate and have the ability to provide relevant feedback in enhancements, testing, and projects.
- Assist in reviewing and provide feedback to colleagues workflows.
- Serve as a backup to team as needed.
- Have the ability to handle complex clients with many nuances independently.
- Able to process and complete workload with minimal assistance.
- Ability to coordinate with DTCC/AIP platform to successfully complete the following tasks: creation and submission of Security General Profile to establish fund profile on AI, creation and submission of positions and activity files, and identify rejections and perform follow up.

Your Profile

- Relevant work experience, Associate or Bachelor s degree is preferred.
- 2 to 5 years of relevant experience.
- Exceptional written and verbal communication skills.
- Excellent organizational and time management skills.
- Ability to multitask and prioritize daily workload.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Investor Services Officer (Hyderabad)
🏢 Alter Domus
📍 Hyderabad