Director - Onboarding
il y a 2 semaines
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 $1Tn.
Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.
Within the framework of the Luxembourg based activities, Waystone is looking for a Director - Onboarding to join the company's Onboarding Team.
The
Director - Onboarding will be an integral part of the Waystone team and will play a pivotal role in proactively managing and supporting their clients and funds from a commercial and governance perspective as well as representing Waystone at external events.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Project management and time management of projects including the management of internal and external stakeholders in a project and meeting project timelines.
- Launch and management of client relationships and ongoing governance of funds dealing with internal Conducting Officers/Designated Persons and supporting teams, and being lead contact person with Fund Boards, Investment Managers and across the different service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors;
- Management of Direct Reports covering Luxembourg domiciled funds under the Waystone Management Company Lux S.A.;
- Act as an escalation point for team members and assist them in addressing and resolving any issues on fund launches and acting as an interface to senior management of function or operational teams.
- Initial management of the stakeholder relationships to ensure they start and remain operationally efficient and financially profitable. Includes initial and ongoing interaction with internal teams, designated persons and extended parties to manage ongoing deliverables, ad hoc matters and project related items;
- Ensure current knowledge of regulations and updates as and when they are circulated by reading and implementing processes to adhere to this changing regulation, specifically AIFMD, UCITS and MiFID;
- Attend, when available, training sessions on relevant topics and ensure all teams are onboard with the changing environment;
- Communicate all relationship and governance items to Conducting Officers / Designated Persons and internal management, and internal teams and work towards resolutions & log for training purposes to avoid duplication of issues;
- Operational responsibility for new and existing clients in line with all fund documentation including prospectus, legal agreements and in line with Waystone procedures, with the support of Conducting Officers/Designated Persons, Risk Management, Compliance, Legal and Operational Risk, to ensure client satisfaction and compliance with regulatory obligations and to manage repeat business opportunities;
- Identify procedures that need to be implemented or changed, lead the charge to get the changes made, take responsibility for training and ensure that procedures are adhered to on an ongoing basis; and
- Coordinate the internal existing teams to promote prompt and thorough response to clients' requests.
REQUIREMENTS
- Motivated with enhanced inter personal skills and adept at building client relationships;
- Project management experience essential.
- Minimum 7 years' experience in an investment funds environment;
- Knowledge of AIFMD, UCITS or MiFID;
- Client facing background with presentation skills;
- Strong academic background including a Degree in Finance/Business/Economics or related field;
- Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.)
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