Associate - Fund Governance Specialist

1 week ago

Kitchener, Ontario, Canada Waystone Governance Ltd. Full time
Job Title: Associate - Fund Governance

About Us:

Waystone Governance Ltd. is a leading provider of specialist services for the asset management industry. We partner with institutional investors, investment funds, and asset managers to build, support, and protect investment structures and strategies worldwide.

Our Team:

We are seeking an Associate to join our 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.

Key Responsibilities:

  • Support the maintenance and development of client relationships for a portfolio of clients.
  • Manage client document review and quality control of service level, including timely saving of relevant information to Salesforce.
  • Evaluate risk involved with each situation and prioritize time and risk levels appropriately.
  • Demonstrate understanding of operational risk associated with clients, including a complete understanding of all Policies & Procedures.
  • Stay up-to-date with industry developments and regulatory changes and assist in projects related to operational risk and compliance.
  • Share key learning and knowledge lessons at team meetings.
  • Manage Document Execution Form (DEF) workflows for board resolutions, agreements, and other transaction documentation prior to director execution.
  • Follow up 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 efficiently.
  • Provide excellent customer service and independently liaise with fund service providers.
  • Identify opportunities for cross-selling Waystone products.
  • Take responsibility for entity status, regulatory, and service provider information in Salesforce.
  • Monitor accounts receivable for portfolio of clients and escalate when necessary.
  • Maintain professional interaction with internal and external clients in conversation and in emails.
  • Arrange focused group and wider team training sessions to provide updates on various matters.
  • Arrange phone calls for Directors and compile all necessary meeting materials when required.
  • When out of office, provide notes to Manager and cover 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 willing to take on additional duties as and when required and assist colleagues when capacity permits.

Requirements:

  • Bachelor's degree or internationally recognized professional qualification.
  • Minimum of 2 years' financial services experience.
  • A knowledge of fund structures, fund documentation, and regulatory requirements will be an advantage.
  • Ability 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 are required.
  • High adaptability and impeccable oral and written communication skills across all disciplines are essential.

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