Investor Services Officer

About the role

State Street is looking for an Investor Services Officer in Grand Cayman. The role oversees the Investor Services client service team (Associates and Senior Associates), manages client relationships and acts as escalation point for technical issues. It also supports business growth through onboarding new clients and helps build a continuous learning environment.

Key responsibilities

• Oversee the Investor Services team, set daily priorities, plan work and manage resources, including recruiting new staff
• Manage team HR policies, performance and career development
• Build and maintain client relationships through regular meetings and forums, and handle client escalations
• Final sign-off on internal (e.g. NAV), client and investor reporting so fund activity is accurate and in line with policies and procedures
• Take ownership of daily, cash and trade reconciliations
• Identify gaps in internal key controls and work with the wider TA manager/director group to close them, promoting a risk-awareness culture and the zero-error policy
• Take part in department-wide training, draft and deliver courses and facilitate on-the-job training for Senior Associates

Required profile

• Bachelor's degree in Finance or a related field, or equivalent experience (2+ years)
• 4+ years of fund administration experience
• 2+ years of people management experience
• Experience managing client relationships and hedge fund experience
• Knowledge of Private Equity (P/E) funds
• Caymanian or spouse of a Caymanian

Required skills

• Good working knowledge (2+ years) of AML and industry regulations
• Knowledge of transfer agency policies and procedures and the ISS system
• Proficiency in Microsoft Office, especially Excel

What we offer

• Salary range of 67,000 to 85,000 KYD
• Health coverage, vacation package, wellness program and pension