Associate, Investor Services at Ares Management - ScoutJobs - The AI-curated global job board
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Ares Management
Posted 18 hours ago

Associate, Investor Services

Ares Management

Requirements

Bachelor's Degree, Minimum 3 years experience in financial services or consulting, Experience with investor onboarding and AML/KYC, Strong Microsoft Excel and PowerPoint skills, Ability to manage multiple priorities across time zones

Skills

SalesforceExcelPowerPoint

About the role

Responsibilities

  • Support investor onboarding processes, including the review of subscription agreements, AML/KYC, regulatory, and tax documents
  • Capture and maintain accurate investor data throughout the investor lifecycle
  • Manage investor data rooms, including setup, document maintenance, and contact management
  • Respond to and resolve investor-related inquiries in a timely and professional manner
  • Reconcile data with Fund Administrators and follow procedures to resolve any discrepancies
  • Collaborate with global Relationship Management and Product Management teams to streamline processes across Finance, Legal, Tax, and Compliance
  • Assist in developing, implementing, and documenting new workflows and technology-driven procedures

Requirements

  • Bachelor's Degree
  • Minimum of 3 years of experience in financial services, consulting, investment/wealth management, or business management
  • Proven experience with investor onboarding and AML/KYC protocols
  • Strong proficiency in Microsoft Excel and PowerPoint
  • Ability to manage multiple priorities and coordinate effectively across different time zones
  • High attention to detail and a commitment to protecting sensitive client information

Preferred Qualifications

  • Experience working with alternative asset classes
  • Proficiency with Salesforce and/or Intralinks
  • Background in customer service roles
  • Experience with Microsoft Visio

About the Company

Ares Management Corporation is a leading global alternative investment manager offering complementary primary and secondary investment solutions across credit, real estate, private equity, and infrastructure asset classes. With approximately $644 billion in assets under management, Ares operates a global platform with over 4,400 employees across North America, South America, Europe, Asia Pacific, and the Middle East.

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Associate, Investor Services

Ares Management · Hong Kong

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