Opus Fund Services
Senior Associate, Investor Relations
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Company Overview
At Opus, we grow together. Our team of bold thinkers and passionate doers is united by a shared mission to tackle meaningful challenges. Our culture of trust and belonging has earned us the Great Place to Work certification in four countries, based entirely on team feedback. It reflects our commitment to fairness, pride, credibility, and camaraderie, and reinforces what we believe: when people feel valued, they do their best work.
About the Role
We are seeking a proactive and detail-oriented Investor Relations professional to support investor servicing, transaction oversight, and operational activities across a range of investment funds. The role involves managing investor and client enquiries, reviewing capital transactions, ensuring compliance with regulatory requirements, and collaborating with internal stakeholders to deliver a high standard of service. You will also contribute to process improvements, operational initiatives, and the development of junior team members while helping to enhance the overall investor experience.
Key Responsibilities
Client/Investor Services
- Provide day-to-day support for Investor Relations servicing activities, ensuring the timely and accurate resolution of investor and client requests.
- Respond to investor and client queries in a professional manner, adhering to agreed service levels. Maintain proactive communication with investors and intermediaries to facilitate effective issue resolution and support enhanced IR servicing.
- Collaborate cross-functionally with internal teams, including Client Solutions, Fund Accounting, Compliance, Legal, and Operations, to ensure client requests are delivered accurately and within required timelines.
- Review outgoing client and investor communications to ensure accuracy, completeness, and compliance, escalating any material issues in a timely manner.
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Transaction Monitoring / Reviewing
- Support the reviewing of investor capital activities, including subscriptions, redemptions, and transfers, ensuring accuracy and adherence to service level agreements (SLAs).
- Assist in overseeing the preparation and distribution of investor transaction communications, including contract notes, to ensure smooth and timely execution.
- Work in partnership with IR Operations to support the completion of month-end investor activity within established deadlines.
Compliance and Control
- Ensure all Investor Relations activities are conducted in line with internal procedures, operational controls, AML/FATCA requirements, and compliance policies.
- Support the resolution of client and investor escalations, identifying and escalating any operational or compliance risks to management where appropriate.
- Identify recurring servicing or control gaps and contribute to the development of process improvements.
- Maintain accurate records, documentation, and audit support relating to investor servicing and transaction activity.
Strategic Initiatives & Continuous Improvement
- Support the implementation of new systems, workflow enhancements, and operational initiatives within Investor Relations.
- Identify opportunities to improve efficiency, strengthen controls, and reduce operational risk.
- Assist with the adoption and embedding of new processes and controls.
- Actively contribute ideas and demonstrate adaptability in response to evolving team and business needs.
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Training and Mentoring of Junior Staff
Key Qualifications and Competencies
- You have 4-5 years' experience in a financial services environment, and ideally a background in investor relations or transfer agency.
- You have a strong understanding of hedge funds and the fund administration industry.
- You are known for your superior communication and interpersonal skills with both clients and internal colleagues.
- You are proficient in Microsoft Office applications and have an aptitude for learning new technology.
- You have strong analytical and problem-solving skills, and you pay attention to the details.
- You display initiative tempered with understanding when escalation is required.
What to Expect
We are committed to setting our colleagues up for success from day one. During your initial months, you may participate in more frequent in-office training designed to build your knowledge, confidence, and connections.
As you become established in your role, you will transition to our hybrid working model, currently consisting of 3 days per week in the office, offering both flexibility and continued collaboration.
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