Senior Associate Director, Corporate & Regulatory Services
Salary undisclosed
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• Liaise with investment managers, vendors and auditors for day-to-day operational issues. • Prepare or co-ordinate and review all client financial reporting deliverables and associated reports as required. • Work with internal teams, such as Client Operations, Investor Operations, Client Integration, Legal, Vendor Management, Outsourcing etc., to ensure all internal and external deliverables are met. • Assist with financial analysis of potential new clients/workload/turnover/headcount requirements etc. • Attend pitches to potential new clients, due diligence meetings, board/client meetings as required. • Build and maintain a strong relationship with clients, vendors and audit firms. • Continue to carry out the core roles of the team, including the creation and preparation of financial statements workings/reports. • Continue to develop a greater understanding of the financial and regulatory reporting environment and assist in the creation of service offerings for our clients. • Contribute to the development of the department and documenting new department processes. • Develop and improve financial reporting processes and procedures. • Ensure all fees are billed on time and collected in a timely manner. • Ensure all processes are performed in accordance with operational procedures and controls and all relevant checklists are completed. • Manage the staff that report directly to you, assist in training team members and participate in their performance review process. • Monitor and manage the reporting deadlines for the services/clients that you and your staff are accountable for. • Take on ad-hoc tasks as required.