Investor Services Manager

ABOUT US:

As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. 

With a deep understanding of what it takes to succeed in alternatives, we believe in being different - in what we do, in how we work and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. 

Find out more about life at Alter Domus at careers.alterdomus.com  

For our ILM (Investor Lifecycle Management) Team, we are currently looking for an Investor Services Manager. We offer a young, dynamic, and international corporate atmosphere as well as the benefit of customized training adapted to your needs throughout your career.

YOUR FUTURE RESPONSIBILITIES

You will be part of the ILM services team and you will be in charge of:

• Maintaining consistent and timely client communication on regulatory changes, while ensuring compliance and operational excellence.
• Screening regulatory and policy changes - serve as the primary point of contact for clients and investors about regulatory matters, including changes to AD policies and procedures.
• Communication to clients - pro-actively communicate to clients about updates to the Bailiwick’s AML/CFT/CPF laws/regulation, as well as changes in risk rating assessments. Notify clients pro-actively on forthcoming changes.  Assess changes fully and communicate final impact assessments and next courses of action to clients.
• Attend clients’ annual due diligence visits/workshops to support the AD team.
• Quality assurance - oversee the execution of all CDD and KYA processes through the performance of ongoing monitoring, including conducting internal sample checks.  Act as coordinator for regulatory visits and audit reviews, ensuring files provided for the review are clear and organised.
• Plan and deliver (directly or indirectly) training to staff – maintain oversight on the overall skills and competency matrices, and identify training needs.
• RCSA owner - maintain up-to-date trackers and ensure action owners progress their actions in a timely manner.
• Work closely with AD Compliance, 1LoD, and CDD/KYA operational teams to ensure alignment on the Bailiwick’s laws and regulatory requirements, and their applicability to investor files.
• Own the AML manual(s) for CDD and KYA, and ensure these are kept up-to-date and specific for the Bailiwick’s evolving regulatory framework.
• Oversee the execution of delegated CDD processes and ensure oversight is performed as expected. Document and retain evidence of monthly meetings and KPIs, as well as annual visits.
• Address and resolve investor queries or issues promptly and effectively, within SLA response times.
• Work closely with compliance and CDD operational teams to ensure alignment and support for investors and their representatives.
• Identify opportunities for process enhancements and efficiencies within the CDD framework, to better serve clients and their investors.
• Ability to mentor and upskill people, in particular on the specifics of the Bailiwick’s AML/CFT/CPF framework.

YOUR PROFILE:

• You have a strong working knowledge of Guernsey’s investment, fiduciary and AML/CFT/CPF regulatory frameworks.
• You hold a degree in law, finance or economics, or have completed an appropriate compliance qualification, such as an ICA Diploma or equivalent.
• You have at least 5 years’ experience in Compliance or ILM, with a strong AML/KYC background (preferably in the funds/investment sector).
• You show high interest in regulatory and compliance topics.
• Highly skilled in communication and relationship management.
• You are fluent in English. Any other language will be considered an advantage.
• You like working in a team and you are able to think out of the box.
• You are a results-driven individual with a client-focused mindset.
• You combine a large autonomy with a strong emphasis on accuracy and details.
• Proficiency in Microsoft Excel, including advanced functions (e.g., VLOOKUP, pivot tables, macros).

WHAT WE OFFER

We are committed to supporting your development, advancing your career, and providing benefits that matter to you. 

Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. 

Our global benefits also include:

• Support for professional accreditations such as ACCA and study leave 
• Flexible arrangements, generous holidays, plus an additional day off for your birthday!
• Continuous mentoring along your career progression 
• Active sports, events and social committees across our offices 
• 24/7 support available from our Employee Assistance Program 
• The opportunity to invest in our growth and success through our Employee Share Plan 
• Plus additional local benefits depending on your location 

Alter Domus is an Equal Opportunity Employer: Equity Statement 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. 

(Alter Domus Privacy notice can be reviewed via Alter Domus webpage: https://alterdomus.com/privacy-notice/)

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