Investor Services Associate I Job at Alter Domus (Carmel)

Office Manager

Location

United States , Maui

Salary:

Not provided

Architectural Design & Construction, Inc.

Expiration Date

Until further notice

Requirements

Report to the Administration Manager
Work with all Managers and Employees of ADC and NAI in any way to achieve the goals and vision of the Company
Support staff to Architects, Construction, and Administration with all daily operations and clerical functions
Protect information that is confidential and proprietary
Assist all Managers and Employees in facilitating confidential business matters
Protect the financial interests and integrity of the Owner, Company, employees, investors, and associates
Adhere to all professional, municipal, and Company policies, requirements, and procedures
Proactively provide outstanding customer service to all
Conduct all Company business in a way that conveys ADC’s ethics and integrity
and builds a relationship of trust and respect

Premier Relationship Manager

The role is a customer facing role managing our highest value customers where pr...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

Recognized tertiary Diploma / Degree qualification
Minimum of five (5) years proven and progressive financial services and / or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understand of business banking client segment and products and services
Individual will also need to have the following licenses, Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA) and Investor Protection Professional Certification (IPPC)

Job Responsibility

Acquire, cross sell and retain a portfolio of Premier customers
Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements
Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers
Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs
To identify non-qualifiers, attract business to reinstate eligibility or transfer out of portfolio in a customer-driven manner
To understand and deliver the standards of service quality required maintaining published Service Level Agreements
Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group
Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the WPB business objectives whilst providing the highest quality service
The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal
The jobholder has prime responsibility for maximizing growth in their portfolio and achieving the WPB plan/metrics, lead Premier within the branch to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources and compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organisation as applied to the implementation of the WPB strategy in their country

What we offer

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Fulltime

!

Accounting Manager

This role offers a high-paying job that respects work-life balance and provides ...

Location

United States , Chicago

Salary:

120000.00 - 140000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, with at least five years of professional work experience in accounting
public and/or CPA is preferred
Understanding of Partnership tax returns and overall tax experience is preferred
Highly developed interpersonal, written, and verbal communication skills
Approaches cross-departmental relationships with a customer service mentality and works well with associates of all levels
Acute attention to detail
Works well independently and as a member of various teams
Manages multiple projects and meets goals and deadlines timely and consistently
Requires minimal guidance to accomplish general tasks
Versatile, flexible, and thrives in an environment where there are constantly changing priorities

Job Responsibility

Collaborates and shares responsibility for the monthly close process to prepare, or review, financial statements, which encompasses maintaining all accounting records, designing, executing financial controls, and preparing financial reports for management
Analytically reviews monthly reported results against previous periods, plan and forecast to identify unusual activity and/or transactions
Preparation of capital call and distribution calculations and related notices to investors
Journal entries to record capital contributions and distributions
Oversee the monitoring of investment-in and capital balances, including investor statements and internal rate of return calculations
Respond to ad hoc investor requests
Prepare wire and ACH payment requests
Assist with the development of the investor portal and ongoing monitoring of documents and communications
Supervision of new entity setup and new joint ventures ensuring all Owner/Entity requirements are documented and met
Support the external auditors and tax preparers to assist in their completion of an efficient audit and tax returns of the entities

What we offer

medical
vision
dental
life
disability insurance
PTO
fast-track career advancement opportunity
401(k) plan

Fulltime

Housing Solicitor - Senior Associate

An outstanding opportunity has arisen for a Senior Associate to join the thrivin...

Location

United Kingdom , Birmingham

Salary:

60000.00 - 80000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Qualified Solicitor, Chartered Legal Executive or Licensed Conveyancer
Strong experience with housing associations, especially in the affordable home ownership space
Comfortable managing site set-ups and advising developers and investors (desirable but not essential)
Passionate about team collaboration, client service, and mentoring junior colleagues
Able to work well under pressure, managing a busy caseload and meeting deadlines with a calm, proactive approach
Excellent written and verbal communication skills with the ability to build strong client relationships
A positive, forward-thinking mindset and a commitment to professional development

Job Responsibility

Manage a varied caseload of shared ownership, new build, and after-sale transactions, including lease extensions, disposals, RTB/RTA, deeds of variation and more
Provide high-quality legal advice to a range of real estate clients, particularly housing associations and developers
Contribute to business development initiatives and the continued expansion of the team
Ensure compliance with all regulatory and internal policies
Actively support junior team members and contribute to their ongoing development
Engage with internal training and external networking opportunities
Manage billing and work towards income and profitability targets

What we offer

Flexible working
Hybrid options
Ongoing technical and career development support
Strong culture of mentoring

Fulltime

Analyst / Associate (Energy, Power, Chemicals and Infrastructure), Investment Banking

The Investment Banking Analyst / Associate is an intermediate level position res...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of experience
Experience in the Financial Services industry, specifically within Banking
Degree in Finance or closely related areas of Business Administration
Previous experience in the broader natural resources or infrastructure space is highly preferred but not mandatory
Consistently demonstrates clear and concise written and verbal communication skills
Experience with large corporate clients, capital markets products, derivatives, credit, and securities products is preferred

Job Responsibility

Work with clients, team members and outside professional advisors on M&A and special situation transactions as the primary day-to-day client point of contact
Work closely with clients on financing transactions and guide them through the capital raising process, including performing due diligence and drafting sessions and preparing them for an equity or debt offering
Overall responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations

Fulltime

VP - Investment Banking

The Banker is a senior level position responsible for assisting bank and deposit...

Location

United States , New York

Salary:

250000.00 - 275000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
experience in the Financial Services industry, specifically within Banking
degree in Finance or closely related areas of Business Administration
MBA or Master's Degree in Business preferred
comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
consistently demonstrates clear and concise written and verbal communication skills
experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
Series 7 and 63 preferred

Job Responsibility

assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Vice President Mergers & Acquisitions

The Banker is a senior level position responsible for assisting clients in raisi...

Location

United States , New York

Salary:

250000.00 - 275000.00 USD / Year

Citi

Expiration Date

January 01, 2026

Requirements

6-10 years of experience
Experience in the Financial Services industry, specifically within Banking
Degree in Finance or closely related areas of Business Administration
MBA or Master's Degree in Business preferred
Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
Consistently demonstrates clear and concise written and verbal communication skills
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
Series 7 and 63 preferred

Job Responsibility

Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

!

Fund Associate

This position is a career-fast-track opportunity. Whoever fills this role is exp...

Location

United States , Chicago

Salary:

125000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in utilizing Accounting Software Systems
Experience with ADP - Financial Services
Familiarity with Bloomberg Terminal
Knowledge of Concur software
Ability to apply Data Mining Techniques effectively
Understanding of Accounting Functions
Experience with Bonds in a financial setting
Ability to manage Cash Activity efficiently
Adherence to Compliance regulations and standards
Experience with Corporate Actions in the finance industry

Job Responsibility

Perform monthly/quarterly close process and completion of related support and control documentation
Prepare calendar with deliverable deadlines
communicate to other team members and hold them accountable for meeting deadlines
Lead fund accountant team to ensure optimal efficiencies by reviewing processes, including capitalizing on accounting system capabilities
Prepare and review expense allocations to ensure compliance with the limited partnership agreements
Communicate with limited partners by reviewing responses or responding directly to accounting related investor inquiries
Coordinate with public accounting firm auditors to plan interim reviews and yearend audits, respond to questions and information requests, and participate in technical discussions
Research and apply accounting rules to investment fund transactions by referencing the Audit Guide for Investment Companies
Apply the limited partnership agreement provisions to investment fund transactions and partner allocations
Review capital call and distribution allocations and investor notifications

What we offer

medical
vision
dental
life
disability insurance
401(k) plan

Fulltime

Investor Services Associate I

Alter Domus

Location:
United States , Carmel ▼
Salt Lake City

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 28, 2025

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Job Description:

Job Responsibility:

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