Investor Services Associate

8 months ago

Toronto, Canada Pinnacle Fund Services Full time

**Company Description**

Be part of a team managing Pinnacle’s clients and will have the opportunity to contribute to Pinnacle’s growth significantly. We seek strong team players and outgoing individuals who possess a strong work ethic and can take the initiative in a growing entrepreneurial company. This role is for you if you have an Investor Services/Relations background and want to grow your career.

As an Investor Services Associate at Pinnacle Fund Services, you will:

- Be an important member of a tight-knit team of experienced, qualified professionals who perform as an extension of the client’s finance team.
- Be part of a work environment where your work is appreciated, your efforts are recognized, and you are engaged daily.
- Work with Hedge Fund & Private Equity fund structures.

**Responsibilities**
- Review and process fund subscription and redemption documents according to funds offering documents and appropriate tax and AML/KYC requirements.
- Validate and release investor communications and statements.
- Review and process capital calls, commitments, and distributions according to fund documents.
- Communicate with investors and investment managers as necessary
- Prepare and facilitate processing wires for redemptions and distributions as required.
- Responding to ad-hoc reporting requests as required by clients
- Perform other related duties as assigned by the manager

**Desired skills and experience**
- Prior Investor Services or client relations experience is preferred but not required
- Excellent interpersonal and communication skills
- Ability to handle multiple demands, competing priorities, and constant change
- Ability to allocate time effectively and manage tight deadlines
- Undergraduate degree or equivalent experience
- Knowledge of AML and FATCA/CRS
- Strong knowledge of MS Office
- Bilingual (French/English) verbal and written communication skills are a plus

**Why Pinnacle Fund Services?**

At Pinnacle Fund Services, we're committed to providing our employees with a comprehensive benefits package that supports their health, well-being, and professional growth. Here are some of the perks and benefits that set us apart:

- Extended Health Benefits
- RRSP Employer Match Program
- Educational Support
- Flexible working arrangements
- Work-Life Balance
- Remote Firm, with some in office days with purpose (learn, build relationships, collaborate & socialize)
- Exposure to all aspects of the business, working with senior management directly

Thank you for your interest in Pinnacle Fund Services, we look forward to meeting you and learning about your next steps in your career.

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