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Client Service Associate, Global Investment Firm

Cornerstone Global Partners
Singapore, Singapore
63k - 82k
Closing date
Dec 6, 2022

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Investigate and answer non-investment decisions related client and investment team inquiries
  • Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions
  • Efficiently lead the onboarding of new clients by proactively managing internal and external data and regulatory information requests and keeping a client centric focus
  • Engage with client contact(s), investment teams, and other internal business areas to ensure effective communication regarding the implementation of investment decisions
  • Enter approved transactions into internal trade order system, ensuring prompt and accurate processing by internal groups, and generally overseeing full transaction lifecycle
  • Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)

  • BS/BA with 3+ years of experience in the financial services industry. Experience in portfolio-related operations valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.
  • Exceptional problem solving, analytical, and organizational skills
  • Demonstrated skill in project management and prioritization
  • Familiarity with Anti-Money Laundering/Know Your Customer Regulations as well as Due Diligence requirements
  • Understanding of currency and derivative overlay implementation and monitoring
  • Experience with Bloomberg and FactSet is a plus.

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