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Job Opportunity: Manager of Fund Investor Services - Bilingual

 
Date   Feb 25
 
Listing No.   IE247377
 
Sector   Banking & Financial Services
 
Job Code   # 366
 
Region   Center
 
City/Yishuv   Tel Aviv
 
 
Manager of Fund Investor Services - Bilingual
 
To satisfy the needs of our growing client base we are looking to hire a Manager for our Fund Investor Services team in Israel.

The Israel Fund Investor Services Team is responsible for a variety of
activities throughout the lifecycle of our client's investment programs
managing the relationships with our Israeli fund investors and prospects,
including Institutions of varying sizes, High Net Worth individuals, Family
Offices and Kibbutzim. The Investor Services team works across functions to
service our Israel clients and is accountable for providing on-going
reporting, post-investment activity assistance, Limited Partner
communications, and liaising with our accounting, finance, legal, and
product management groups to maintain and support client relationships. The
Investor Services Manager is responsible for managing the local team and
communicating with the local Head of Israel Relationship Management to
ensure the needs of the investor/prospect base are met.

Essential Duties and Responsibilities

. Responsible for on-boarding Fund account investors which involves Business
development activities, coordinating with sales and legal teams to
successfully achieve accurate and timely subscription processes.
. Establish and maintain personal relationships with clients and advocate
for them.
. Manage day-to day client queries and service requests collaborating with
our Product, Finance, Legal, Fund Accounting and Operations teams:
o Provide client communications, coordination, and management of capital
call/cash management process,
o Respond to queries on performance, reporting, markets, new products,
o Handle client requests for transfer of interests, bank details, changes in
personal circumstances,
. Responsible for post-investment transaction deliverables including
assistance with tax and auditing requests.
. Manage and maintain local servicing model, including customized quarterly
reports, presentations, investor letters, distribution notices, and
portfolio analytics collaborating closely with Product Management, BD and
Operations teams
. Arrange, prepare for and participate in meetings and calls to present
performance results and market updates to investors and their respective
Boards of Trustees.
. Assist in the oversight of client compliance including proper
documentation of processes and procedures.
. Translate written investor requests into English for
distribution/resolution internally and then translate the responses back in
Hebrew.
. Interface with a diverse group across various departments, including the
Investment Team, Research, Reporting, Business Development, Legal and Senior
Management.
. Other activities and projects as needed.

Necessary Qualifications;

Education and/or Experience:

. College degree (B.A., B.S. or B.B.A.). An advanced degree for Manager is
preferred, but not required.
. Fluent English speaker with proficiency in Hebrew is preferred.
. 5+ years' experience working in Financial Service
. Experience directing the work of others in a supervisory relationship.
. Several years' experience in HNW/Institutional client service sector is a
preferred.
. Knowledge of Adobe InDesign for Specialist is a plus, but not required.
. Strong quantitative/analytical skills.
. Highly motivated and organized; detail-oriented.
. Excellent written and verbal communication skills.
. Ability to manage multiple projects simultaneously and be able to
prioritize workload.
. Proactively identify challenges and offer solutions.
. Must be proficient in Microsoft applications (Word, Excel, and
PowerPoint.)
. Assertive, pro-active, independent worker that can work as part of a small
team.
. Must be flexible and willing to pitch in where needed.
. Reliable, discreet, high level of personal integrity.
 
 
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