Credit Analyst responsible for underwriting Hedge Funds within Bank of America’s Global Markets. Managing credit lines, trade approvals, and relationship management in a fast - paced environment.
About the role
- Analyst in Fiduciary Services at Clearwater, providing onboarding support for investment fund clients. Collaborating with teams to ensure compliance and effective client service in a hybrid work environment.
Responsibilities
- Provide support to the fiduciary services team on a portfolio of investment fund entities.
- Client onboarding; KYC document collection, review and filing for all new clients.
- Completion of KYC checklists and client risk assessments.
- Update and maintain internal CRM system for new accounts and contacts.
- Inputting and tracking of client invoicing.
- Process workflow maintenance and reporting.
- Act as one of the main points of contacts for all new clients throughout the onboarding process.
- Work with the team and provide support to the business development team throughout the client acquisition process.
- Manage project administration and prepare reports to be shared directly with management.
- Work with clients who have engaged Clearwater for board support and answer any necessary requests.
- Coordination of the setup of board meetings for clients.
- Collection and preparation of Board Meeting materials.
- Draft clear, concise, and accurate minutes within the required timeframe.
Requirements
- CAMS, ICA, or other AML/compliance certifications, or willingness to obtain
- Knowledge and understanding of fund and investment entity structures.
- A minimum of 2 years’ experience ideally in compliance/legal field.
- Possess excellent client relationship skills, with the ability to manage client requests in a timely and effective manner.
- Possess excellent time management, organisational, communication and problem-solving skills.
- Must be highly proficient in MS applications especially Excel & Word
Benefits
- Competitive benefits package
- Discretionary bonus scheme
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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