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Vice President - Investor Services
Job in
Fair Lawn, Bergen County, New Jersey, 07410, USA
Listed on 2026-03-03
Listing for:
Waystone Governance Ltd.
Full Time
position Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
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 $2
Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.
The roles consist of 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 development
• Develop and maintain client confidence and belief in the company's vision and strategy for delivering stakeholder value
• Understanding of fund structures, investment strategies, performance fee calculations, AML & compliance regulations
• Deliver a high level of service and immediate response time to all client and investor queries
• Manage client-specific requests and define projects to develop processes to improve the product offering
• Work with external auditors in preparation of year-end financial statements for the Funds
• Manage CRS reporting including FATCA reporting
• Work closely with the Compliance Officer to ensure all AML procedures are followed in accordance with Waystone Anti-Money Laundering procedures manual
• Participate in special projects within the Centaur group including quality control and process improvements
Experience:
• A minimum of 8 years in an Investor Services role in a Fund Administrator
• A minimum of 4 years in a management position
• Experience of HWM Mantra would be an advantage
Education:
• A university degree (B.A./
B.Sc./ M.B.A.) in Business (preferably specialising in accountancy or another financial-related discipline)
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