Current jobs related to Associate - Fund Governance - Waterloo - Waystone Governance Ltd.

  • Associate - Fund Governance

    2 months ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    **_Waystone leads the way in specialist services for the asset management industry. Partnering 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...

  • Junior Associate/graduate

    5 months ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    **_For over 20 years, Waystone has been at the cutting edge of specialist services for the asset _**_management_**_ industry - partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide._**_ _**_Our success depends upon our ability...

  • Associate Director

    3 days ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry - partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide. Our success depends upon our ability to attract and...

  • Associate - Investor Due Diligence (Fund Services)

    5 months ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    All WAYSTONE employees are expected to demonstrate our core competencies as outlined below. The role _Associate - AML Investor Services_ has unique requirements and duties; however, these responsibilities are to be executed within the organization’s framework of core values. WAYSTONE expects all employees to be high performing, self-motivated, learners and...

  • Associate Director

    21 hours ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry - partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide. Our success depends upon our ability to attract and...

  • Asset Management Governance Expert

    18 hours ago

    Waterloo, Ontario, Canada Waystone Governance Ltd. Full time

    Waystone Governance Ltd. is a leading provider of specialist services for the asset management industry.The Director – Compliance Services role requires unique expertise and duties, executed within the organization’s framework of core values.About the RoleServe as an AML Compliance Officer (“AMLCO”), Money Laundering Reporting Officer (“MLRO”)...

  • Associate Director, Manager Regulatory Affairs Compliance

    20 hours ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    p>For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry - partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide. Our success depends upon our ability to attract and...

  • Senior Regulatory Affairs Compliance Specialist

    18 hours ago

    Waterloo, Ontario, Canada Waystone Governance Ltd. Full time

    At Waystone Governance Ltd., we are seeking an experienced Senior Regulatory Affairs Compliance Specialist to join our team. This role offers a unique opportunity to work with a leading specialist services firm in the asset management industry.About UsWe have been at the forefront of specialist services for over 20 years, partnering with institutional...

  • Packs Associate

    5 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...

  • Packs Associate

    5 months ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry - partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide._ - Our success depends upon our ability to attract and...

  • Data Asset Management Director

    19 hours ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    p>For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry - partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide. Our success depends upon our ability to attract and...

  • Director - Compliance Services

    21 hours ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry - partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide. Our success depends upon our ability to attract and...

  • Associate - Board Support Services Coe (Ftc)

    4 days ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES **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...

  • Director - Compliance Services

    3 days ago

    Waterloo, Canada Waystone Governance Ltd. Full time

    For over 20 years, Waystone has been at the cutting edge of specialist services for the asset management industry - partnering with institutional investors, investment funds and asset managers. We work with our clients to help build, support, and protect investment structures and strategies worldwide. Our success depends upon our ability to attract and...

  • Governance Officer

    5 months ago

    Waterloo, Canada University of Waterloo Full time

    Overview: Reporting to the University Secretary (US) the Governance Officer acts as a neutral and objective resource providing procedural advice and support to three functional areas within the Secretariat: - the Board of Governors and its committees; - the Senate and its committees and councils; and - policy development, renewal and administration,...

  • Governance Assistant

    2 months ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 2 years** The Governance Assistant provides governance and administrative support to the Governance Manager and the Board. The Governance Assistant is also responsible for the day-to-day administrative oversight of Waterloo Undergraduate Student Association (WUSA) services as this role is the first point of contact for general student...

  • Governance Assistant

    2 months ago

    Waterloo, Canada University of Waterloo Full time

    Overview Term: 2 years  The Governance Assistant provides governance and administrative support to the Governance Manager and the Board. The Governance Assistant is also responsible for the day-to-day administrative oversight of Waterloo Undergraduate Student Association (WUSA) services as this role is the first point of contact for general...

  • Associate - Board Support Services COE (FTC)

    20 hours ago

    Waterloo, Canada Waystone Full time

    Associate - Board Support Services COE (FTC)Pay: CompetitiveEmployment Type: ContractJob DescriptionThe successful candidate will be responsible for a portfolio of fund clients, domiciled in the Cayman Islands. This role will be client-facing, managing multiple client relationships and internal stakeholder relationships. Responsibilities may include (but are...

  • Financial Fund Manager

    2 days ago

    Waterloo, Ontario, Canada University of Waterloo Full time

    Job SummaryWe are seeking a highly skilled Financial Coordinator to join our team at the University of Waterloo. This is an exciting opportunity for someone to administer post-award research funding and operating financial activities for an assigned group of faculty members and research groups in Electrical & Computer Engineering (ECE).About the RoleThe...

  • Associate Director, Accounting and Finance

    19 hours ago

    Waterloo, Canada SLC Management Full time

    p>SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. Our history of organic and strategic growth reflects this commitment with over CA$374/US$283 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading...

Associate - Fund Governance

2 months ago

Waterloo, Canada Waystone Governance Ltd. Full time

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


Our Success depends upon our ability to attract and retain the best, most diverse talent and provide our employees with a broad spectrum of professional development opportunities. Our Workplace environment is an inclusive one, where employees can be themselves, reach their full potential and drive business results.


Waystone is seeking an Associate to join the Directorships team The ideal candidate will have a minimum of 2 years of relevant financial services experience in either fund governance/directorships, corporate services, fund administration/accounting, auditing or legal work.


Summary: An Associate at Waystone is an integral part of the team, working closely with the Managing Directors, Executive Directors, Directors, Associate Directors and other employees to ensure client service delivery across business unit product lines. The incumbent shall be responsible for support functions including database maintenance tasks for client engagement files, Document Execution Form (“DEF”) workflow for client transactions, key regulatory projects and other support for quality client service delivery. They service and maintain relationships for a portfolio of clients in addition to providing administrative support to the Directorships team.


ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Take full responsibility for service, maintenance and development of client relationships for a portfolio of clients.
  • Independently manage client document review and quality control of service level, including a 24 hour turn around on all communications and timely saving of relevant information to Salesforce.
  • Evaluate risk involved with each situation and prioritize time and risk levels appropriately.
  • Demonstrate understanding of the operational risk associated with clients, including a complete understanding of all Policies & Procedures.
  • Keep abreast of all industry developments and regulatory changes and assist in projects related to operational risk and compliance.
  • Share key learning and knowledge lessons at team meetings.
  • Managing the Document Execution Form (“DEF”) workflows for board resolutions, agreements and other transaction documentation prior to director execution.
  • Follow up appropriately with Associate Directors and Directors to ensure timely turnaround of documentation.
  • Assist with the onboarding of new engagements across various product lines and ensure the process is completed in an efficient manner.
  • Provide excellent customer service and independently liaise in a professional manner with fund service providers.
  • Identify opportunities for cross-selling Waystone products.
  • Take responsibility for entity status, regulatory and service provider information in Salesforce.
  • Monitor the accounts receivable for portfolio of clients and escalate when necessary.
  • Maintain professional interaction with internal and external clients in conversation and in emails. Ensure clients are phoned when communications are being prolonged by emails and appropriate phone notes are made.
  • Arranging focused group and wider team training sessions to provide updates on a variety of matters.
  • Arrange phone calls for the Directors and compile all necessary meeting materials (when required).
  • When out of office, provide notes to Manager and coverage the day before leaving and complete the out of office checklist regarding all outstanding DEFs, upcoming meetings and any other pending matters related to client portfolio or regulatory projects.
  • Foster a positive environment through open communication and willingness to work efficiently and effectively with others.
  • Be able/willing to take on additional duties as and when required. Assist colleagues when capacity permits and notify Manager with availability.
  • Manage and present tracking schedules at regular team meetings.
  • Assist in the training of new staff members.

Education:

  • Bachelors’ degree or internationally recognized professional qualification

Preferred Experience:

  • Minimum of 2 years’ financial services experience.
  • A knowledge of fund structures, fund documentation and regulatory requirements will be an advantage.
  • Must be able to work in a fast-paced environment, including reporting and providing support to various members of a large team and diverse client portfolio complex portfolio of Cayman domiciled hedge funds and companies.
  • Outstanding time management, organizational skills, oral/written communication skills, critical thinking and attention to detail is required.
  • Be highly adaptable and have impeccable oral and written communication skills across all disciplines.
#J-18808-Ljbffr