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Senior Associate

2 months ago


Waterloo, Canada Waystone Governance Ltd. Full time

Waystone leads the way in specialist services for the asset management industry.


Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. 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 $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.


The successful candidate will be responsible for a portfolio of fund clients, domiciled in the Cayman Islands, will be client-facing, managing multiple client relationships, internal stakeholder relationships and, in a review capacity, may monitor and direct the activities of those within the team.


Responsibilities may include (but are not limited to) the following:

  • Organizing meetings, liaising with all attendees, gathering and distribution of materials for presentation to the board of directors, preparation of notices or agendas, attendance at board meetings.
  • Circulating draft minutes and following up with service providers in respect of action items to be completed.
  • Abiding by team's written procedures.
  • Circulating Board materials to stakeholders no later than 4 BDs in advance of a meeting.
  • Independently respond to email queries from directors/ clients.
  • Assisting Associate Director in training junior members of the team.
  • Reviewing Board materials before these are circulated.
  • Managing/ participating in projects impacting the team.
  • Providing administrative support to directors’ team to ensure appropriate and real-time information is included in all board materials.
  • Keeping abreast of all industry developments and regulatory changes.
  • Maintaining the data integrity of all relevant databases, software and online portal facilities.
  • Fostering a positive environment through open communication and a willingness to get assigned tasks completed.


Requirements

We’re looking for a dynamic individual with strong English language skills and at least 4 years of relevant company secretarial experience, ideally with experience in the funds world, too. You should be self-motivated, thrive in a fast-paced environment and have excellent communication skills.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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