Vice President - Investor Services

OverviewJoin to apply for the Vice President - Investor Services role at Waystone.Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.RoleThe role involves managing a small number of client relationships, ensuring superior client service and the delivery of accurate information in a timely fashion. The successful candidate will have responsibility for their clients’ portfolios from start to finish. This will include (but is not limited to) the following:Manage the Investor Services team including training and professional developmentDevelop and maintain client confidence and belief in the company’s vision and strategy for delivering stakeholder valueUnderstanding of fund structures, investment strategies, performance fee calculations, AML & compliance regulationsDeliver a high level of service and immediate response time to all client and investor queriesManage client-specific requests and define projects to develop processes to improve the product offeringWork with external auditors in preparation of year-end financial statements for the FundsManage CRS reporting including FATCA reportingWork closely with the Compliance Officer to ensure all AML procedures are followed in accordance with Waystone Anti-Money Laundering procedures manualParticipate in special projects within the Waystone group including quality control and process improvementsExperienceA minimum of 8 years in an Investor Services role in a Fund AdministratorA minimum of 4 years in a management positionExperience of HWM Mantra would be an advantageEducationA university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specialising in accountancy or another financial-related discipline)Seniority levelExecutiveEmployment typeFull-timeJob functionBusiness Development and Sales #J-18808-Ljbffr

Created: 2025-09-17