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**Job Title:** Investor Onboarding Manager **Location:** Warsaw *"As the Hiring Manager for this dynamic and critical role within our organization, I am excited to present an opportunity for those passionate about thorough investor management and relationship building. In this role, you will play a pivotal part in shaping our investor onboarding experience, working closely with our third-party administrators to meticulously manage the AML/KYC processes.**Imagine starting your day collaborating with dedicated teams within marketing, client relations, compliance, and directly engaging with investors to provide seamless service. Your strong communication skills and problem-solving finesse will be key, as you will ensure that our operational processes are not only effective but scale to our growing demands.**Your day will be diverse, challenging, and filled with opportunities to impact our business directly while refining your skills in operational management within a financial context. If youre looking to build a career where your work is integral to a companys success and investor satisfaction, I encourage you to apply for this enriching role where your contributions will be highly valued and visible across the organization."*The investor onboarding team will be responsible for the management of the investor AML/KYC processes in conjunction with our third-party administrators. The position will involve daily interaction with administrators, marketing, and client relations teams (CSG), compliance, and investors.The position will require good communication and problem-solving skills and the person will be responsible for ensuring appropriate vendor management practices are in place. The team will be expected to build strong relationships with other departments to ensure a positive client experience.The role will need to effectively manage outsourced partners and technology to provide efficient and scalable operational processes. Ownership of the investor relationship will continue to be led by CSG, this team must ensure that the CSG teams are fully informed of discussions with their investors. Any challenges with an investor onboarding should be escalated within CSG on a timely basis to enable them to help find a resolution.**Primary responsibilities for this role include (but are not limited to):** Engage with investors, CSG and other parties to ensure an effectively managed onboarding process and a smooth and efficient client experience**Key Requirements/ Qualifications** You will have demonstrable experience of:Background of working within the financial services industry. It may be that this is a position that you have undertaken in a stand-alone capacity, or it has formed part of a broader roleDeep KYC/AML knowledge, attention to detail and ability to understand and deal with complex cases.- Experience working with third-party administrators and awareness of regulatory compliance in financial services and LuxembourgComputer literate with very good Excel and Power Point skillsPossess strong communication skills, both written and verbal and the ability to develop meaningful partnerships with internal and external partiesFast learner, highly motivated with a can-do attitude and ability to work independently taking ownership of allocated tasks- Language skills are an advantage**Personal Attributes** Personal attributes that will make you successful in this role include but are not limited to:Communication Skills: Clear and concise communication is vital. Youll need to articulate complex compliance requirements effectively to investors, third-party administrators, and internal teams.Problem-Solving Aptitude: Questions and issues are inherent to onboarding. A successful candidate must have the ability to identify, analyze, and resolve these efficiently.Collaborative Spirit: The role involves working closely with various departments. Building and maintaining positive working relationships are crucial for coordinated efforts and successful outcomes.- Adaptability: In a regulatory environment that evolves, the ability to learn and adapt to new regulations and processes is indispensable.Organizational Skills: With multiple investors and transactions, the capacity to organize and prioritize work to meet deadlines is non-negotiable.**Our Global Benefits Framework is centred around these 3 key attributes:**- Inclusivity – Fit for purpose and competitive, no matter who or where you are.**Our Purpose** Creating value by providing capital to help businesses develop and grow through private and public markets **Our Vision** Global leadership in alternative asset management, focusing on a core set of outstanding products and creating value for shareholders, clients and employees **Our Culture** Our culture centres around long-term relationships with a wide range of stakeholders; sustainable investment excellence; and a world class team demonstrating integrity, diversity and collaboration
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