Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investor Services, Associate II

Alter Domus

ABOUT US:

As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, how we work, and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at careers.alterdomus.com Job Description: As a Senior Officer, you will use the experience you have acquired in the past as well as excellent organizational skills, sound judgement, the ability to prioritize tasks and strong personal character to help meet client needs and internal requirements. The team will benefit from your flexible approach, attention to detail and ability to work in a fast‑paced environment. To undertake investor file reviews in accordance with the relevant onboarding and monitoring plan and internal procedures; Maintenance of KYC information in the internal and external databases; Liaise with client and/or investors to obtain documentation in accordance with set deadlines; working effectively with key stakeholders using strong influencing skills to ensure a mutual satisfactory resolution of key issues; be a key contact for AML/KYC queries for those clients you are assigned; Complete a review of investor due diligence to ensure the documentation/ information has been collected to the appropriate standard in order to comply with the regulation ensuring that the files for investors are compliant with all applicable regulatory and AML/CFT requirements; Provide guidance and assistance to the business in respect of the onboarding of the investors into the funds as required; Assisting in the development of training materials and mentoring of new team members; Advising on and supporting team members in day‑to‑day tasks; Review and validate tasks performed by other members of the team, and provide relevant feedback; Provide key information to all relevant stakeholders regarding ongoing tasks and assist/carry out reporting as required; Your Profile 2-3 years of experience in the same or similar field with a strong focus on AML/CDD requirements; Preferably hold a degree in law, business, finance or economics; Proven ability to communicate effectively with external stakeholders at all levels, adapting communication style to meet clients where they are, building strong relationships, and driving collaborative outcomes that align with business objectives; Experience in the Financial Services or Fund Services industry; familiarity with (“Anti-money Laundering and Counter Terrorist Financing”) AML/CTF legislation/directives; You can organize, prioritize and manage your work effectively; You show high interest in regulatory and compliance topics; Fluent in English both spoken and written. Any other language will be considered an advantage; You will have strong interpersonal skills and can act independently but also be a team player; Ability to interpret/understand regulatory guidelines; Knowledge of legal entity structures both domestic and international; You are a results‑oriented person; Good knowledge of Microsoft Office applications and modern‑day communication platforms.

WHAT WE OFFER:

We are committed to supporting your development, advancing your career, and providing benefits that matter to you. Our industry‑leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. Our global benefits also include: Support for professional accreditations Flexible arrangements, generous holidays, plus an additional day off for your birthday! Continuous mentoring along your career progression Active sports, events and social committees across our offices 24/7 support available from our Employee Assistance Program The opportunity to invest in our growth and success through our Employee Share Plan Plus additional local benefits depending on your location Equity in every sense of the word: We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong. We celebrate our differences, and recognise that our success relies on diverse perspectives and experiences, as we work towards shared goals and a common purpose. We take pride in creating a workplace where all our people are empowered to be truly invested in the alternative and bring their whole selves to work. We are committed to ensuring a welcoming recruiting and onboarding process for everyone. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. Alter Domus is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. (Alter Domus Privacy notice can be reviewed via Alter Domus webpage: #J-18808-Ljbffr Alter Domus

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Investor Services, Associate II in Florida, NY vacancy
  • BNY is seeking a Senior Specialist for their Fund and Investor Services Team, located in Lake Mary, Florida. This role involves leading business development efforts through existing client relationships and driving revenue growth by cultivating new business. Candidates... 
    Suggested

    BNY

    Florida, NY
    1 day ago
  •  ...help meet client needs with strong organizational skills and a flexible approach. The role involves performing due diligence for investors, maintaining KYC records, and liaising with clients. Ideal candidates will have 2-3 years of relevant experience, preferably in Finance... 
    Suggested
    Flexible hours

    Alter Domus

    Florida, NY
    3 days ago
  •  ...community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. With the...  ..., caregivers, and the community The Social Service Specialist II provides therapeutic interventions through assessment, coordination... 
    Suggested
    16 hours
    Part time
    Internship
    Weekend work

    Baycare

    Florida, NY
    16 hours ago
  • BayCare Health System, located in Town of Florida, is hiring a Social Service Specialist II to deliver therapeutic interventions and coordinate patient care. This role requires a Master's degree in Social Work and at least one year of relevant experience. Responsibilities... 
    Suggested

    BayCare Health System

    Florida, NY
    2 days ago
  • At Pediatric Home Service, we help medically complex kids live their best lives, at home, with their families. As a national leader in pediatric...  ...children and families first. Position :Service Specialist II Hours : Monday-Friday, 8a-5p (rotating on-call) THE POSITION:... 
    Suggested
    Full time
    Local area
    Monday to Friday

    Craig Homecare

    Florida, NY
    1 day ago
  • IntePros is actively looking for a Financial Customer Service Representative based in Town of Florida, New York. This role involves supporting Registered Investment Advisory (RIA) clients, handling inquiries regarding account openings, transfers, and maintenance while ensuring... 

    IntePros

    Florida, NY
    1 day ago
  • Job Title Fleet Client Services Specialist II (Fleet Services Coordinator II) Job Overview Responsibilities include managing maintenance transactions, documenting, providing customer service, scheduling preventive maintenance, coordinating with field operations, encouraging... 
    Flexible hours

    CAI Cox Automotive Corp Svcs., LLC

    Florida, NY
    1 day ago
  • $18 per hour

     ...Description & Requirements Maximus is currently looking for a Customer Service Representative II to join our growing team. This position is responsible for providing face-to-face and telephonic enrollment and outreach services to New York Medicaid recipients. In this... 
    Minimum wage
    Full time
    Contract work
    Temporary work
    Work experience placement
    Local area
    Home office

    Maximus

    Goshen, NY
    4 days ago
  • Flagstar Bank is seeking a Branch Banking Client Consultant II in Weston, FL. The role focuses on delivering top-notch client experiences...  ...facilitating introductions to key partners to enhance financial services. Successful candidates will have 4-5 years of customer service... 

    Flagstar Bank

    Florida, NY
    7 hours ago
  • $16.28 - $25.06 per hour

    ## Branch Banking Client Consultant II - FLOAT - Sunrise FLApplylocations: Sunrise/9100 W. Oakland Park Boulevard/110634time type:...  ...customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing... 
    Local area

    Flagstar Bank

    Florida, NY
    3 days ago
  • BNY is seeking a Specialist, Client Processing II to join their Global Clearing Operations team in Lake Mary, FL. This role involves routine and non-routine client service and transactional support, requiring a Bachelor's degree and preferably 0-3 years of experience.... 

    BNY

    Florida, NY
    1 day ago
  • Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration...  ...by law. Pharmacy Customer Associate II will be responsible for responding to...  ...Cross Plans) to provide claims, customer service, and/or membership support. Respond to client... 
    Work at office
    Local area
    2 days per week
    1 day per week

    Elevance Health

    Florida, NY
    3 days ago
  • $50 - $60 per hour

     ...DataAnnotation is committed to creating high-quality AI. We are looking for a VP Investor Relations to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to... 
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work
    Flexible hours

    DataAnnotation

    Florida, NY
    3 days ago
  •  ...community-based hospitals, a long-term acute care facility, home health services, outpatient centers and thousands of physicians. With the...  ...the communities we serve. Title Patient Access Services Rep II Facility Bardmoor Outpatient Center - Imaging Department Responsibilities... 
    Full time
    Flexible hours
    Shift work
    Rotating shift
    Weekend work

    BayCare Health System

    Florida, NY
    3 days ago
  •  ...A technology company is seeking a Head of Investor Relations to help develop AI solutions for finance professionals. This position offers flexible hours and remote work, allowing you to choose projects that fit your schedule. Ideal candidates will possess strong financial... 
    Hourly pay
    Remote work
    Flexible hours

    DataAnnotation

    Florida, NY
    3 days ago
  • $50 - $60 per hour

     ...A technology-driven company is searching for a VP Investor Relations, offering a flexible remote position tailored for various lifestyles. Ideal candidates will have a Master's or PhD (completed or in progress) in a finance-related discipline, along with expert-level... 
    Hourly pay
    Remote work
    Flexible hours

    DataAnnotation

    Florida, NY
    3 days ago
  • Specialist, Client Operation II (Client Service Management) We’re seeking a future team member for the role of Specialist, Client Service Management to join our Wealth Services Client Service team, located in Lake Mary. Responsibilities Participate in the end-to-end... 
    Work experience placement
    Flexible hours

    BNY

    Florida, NY
    4 days ago
  • $68.7k - $114.31k

     ...offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship...  .... Our ranges may be modified at any time. For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different... 
    Minimum wage
    Full time
    Contract work
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    CorVel

    Florida, NY
    3 days ago
  • Vice President, Investor Servicing Location: Lake Mary, Florida. Responsibilities Lead the execution of client transactions by applying advanced knowledge in transaction processing, ensuring accuracy and timeliness. Collaborate with cross‑functional teams to optimize... 

    BNY Mellon

    Florida, NY
    1 day ago
  •  ...advancement Paid time off Vision insurance Wellness resources Position Overview Ampera is seeking an experienced Director of Investor Relations to serve as a key liaison between the company and the investment community. This role will play a critical part in investor... 

    AMPERA INC

    Florida, NY
    1 day ago
  • Hybrid - Miami Lakes, FL SUMMARY The Senior Investor Relations Analyst supports and executes core investor relations activities, including shareholder analysis, market intelligence, earnings preparation, and investor communications. This role works closely with senior... 

    BankUnited

    Florida, NY
    1 day ago
  • A leading real estate lending company is seeking a detail-driven Senior Accountant to support its private credit platform. This role involves maintaining financial safeguards, collaborating with the Accounting team to ensure accurate reporting, participating in tax strategy...

    Lendmarq

    Florida, NY
    4 days ago
  • We’re seeking a future team member for the role of Vice President, Investor Servicing to join our team. This role is located in Lake Mary, Florida. Responsibilities Lead the execution of client transactions by applying advanced knowledge in transaction processing, ensuring... 
    Flexible hours

    BNY Mellon

    Florida, NY
    1 day ago
  • BNY Mellon is seeking a Vice President for Investor Servicing in Lake Mary, Florida. This role involves leading client transactions, optimizing transaction workflows, and mentoring junior team members. The ideal candidate should have 7-12 years of experience, a Bachelor... 

    BNY Mellon

    Florida, NY
    1 day ago
  • $17.75 - $19.12 per hour

    Food Service Manager II (2026-2027 School Year) Lake County School District (FL) Eustis High School (Main Campus) - Eustis, Florida. Job Details Job ID: 5744356 Application Deadline: Jun 04, 2026 11:59 PM (Eastern Standard Time) Re-Posted: May 30, 2026 4:00 AM (UTC... 
    Hourly pay

    Young World Physical Education

    Florida, NY
    3 days ago
  • $48.43k

     ...Description At Regions, the Relationship Banker II is responsible for meeting with customers...  ...offering appropriate products, services, and guidance to achieve their financial...  ...which directly impact pay for individual associates include experience, skills, knowledge, contribution... 
    Flexible hours

    Regions Bank

    Florida, NY
    16 hours ago
  • Relationship Banker II Location: US-FL-Niceville Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial... 
    Night shift

    Trustmark National Bank

    Florida, NY
    3 days ago
  • $48.43k

     ...Description At Regions, the Relationship Banker II is responsible for meeting with customers...  ...offering appropriate products, services, and guidance to achieve their financial...  ...which directly impact pay for individual associates include experience, skills, knowledge, contribution... 
    Full time

    Regions Bank

    Florida, NY
    4 days ago
  • Regions Bank is seeking a Relationship Banker II in the Town of Florida, NY, to engage with customers and determine their financial needs. This full-time role involves achieving branch goals, conducting outbound calls, and providing guidance on banking products. Ideal... 
    Full time
    Flexible hours

    Regions Bank

    Florida, NY
    1 day ago
  • Regions Bank is seeking a Relationship Banker II to engage with customers both in person and on the phone. The primary responsibilities...  ...needs, resolving issues, and providing guidance on products and services. The ideal candidate will possess a High School Diploma or GED... 

    Regions Bank

    Florida, NY
    16 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investor Services, Associate II. Be the first to apply!