Institutional Client Services, Associate (WEX)

Alchelyst is a client solutions and infrastructure partner for private markets asset managers. Purpose-built for the expanding demands and sophistication of global private markets, the firm offers a comprehensive managed service offering that can support GPs, private wealth funds and investors. Alchelyst has offices in the US, Ireland, UK, Luxembourg and India. Alchelyst is seeking an Associate to join its Institutional Client Services Team in Wexford. The Institutional Client Services Team is dedicated to managing the overall institutional investor relationship and experience with our firm. This includes overseeing/executing investor onboarding workflows, data management, and managing investor inquiries. The team is also responsible for investor data quality initiatives and leading investor-driven technology projects across our Private Equity, Real Assets, and Credit business segments. Key Responsibilities

• Execute end-to-end investor onboarding and LP transfer workflows, including coordination with key client stakeholders such as Sales, Fund counsel, Fund controllers, external administrators, and Product teams.
• Ensure the integrity and accuracy of investor data within the Customer Relationship Management (“CRM”) system, overseeing data management workflows and maintenance to support investor relations and compliance.
• Prepare and maintain procedures and documentation to support the institutional client service operating model.
• Partner with Client Service management and Technology teams to analyze the existing data control framework aiming to improve investor data integrity and minimize manual work and reconciliation efforts.
• Develop an expertise in Alchelyst's e‐Subdocument and Investor Portal technology platform, leveraging it to streamline and enhance the investor onboarding experience. Ensure a seamless workflow during fund‐close efforts by utilizing the platform's advanced investor features and capabilities.
• Execute high‐stakes fund‐close efforts, ensuring investors are onboarded in a streamlined manner to facilitate timely capital call notices and deal executions.
• Collaborate closely with the Wealth Management Onboarding team to launch wealth distributor platforms on funds and coordinate with external fund administrators to ensure seamless integration and meet key mandate deadlines.
• Conduct the audit confirmation process, ensuring data accuracy and dedicating significant focus and time during audit season to maintain high standards.
• Answer investor inquiries, employing critical thinking to address investor questions around fund offerings. Partner closely with other stakeholder teams to provide investors with accurate and comprehensive responses.
• Collaborate with Alchelyst's global client service team, to execute our ‘work with the sun’ operating model to enhance efficiency and effectively deliver on team mandates

Qualifications And Experience

• Bachelor's Degree, preferably with a concentration in a business‐related field
• 3‐7 years of experience in financial services, investor relations, data analytics, and/or financial reporting
• Experience reviewing alternative fund‐investor subscription documents.
• Experience managing an e‐Subdocument and Investor Portal Platform
• Experience in managing fund‐investor CRM data.
• Demonstrated experience in engaging with investors and clients.
• Comprehensive understanding of fundamental Anti‐Money Laundering requirements for Alternative Funds
• Proven experience collaborating with technology teams for requirement gathering, UAT testing, and implementation, focusing on streamlining processes, implementing necessary controls, and enhancing the overall investor experience.
• Knowledge of Private Equity and Alternative Investments operations space
• Excellent communication and interpersonal skills for effective interaction with investors and cross‐functional teams
• Strong problem‐solving skills with a proactive approach to resolving issues.
• Strong analytical skills and detail‐oriented with the ability to multi‐task
• Proficiency in MS Excel, MS PowerPoint