
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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Ares Management · Hong Kong
