Skip to main content
Post your resume and find your next job on Indeed!

Investment Complaint jobs

Sort by: -
    • Interact with senior management and manage overall relationships for multiple Private Equity clients.
    • Manage various operational aspects associated with client…
    • Advanced knowledge of investment process and procedures.
    • Relevant investment industry licensing for the designated jurisdiction / portfolio.
    • View all BMO Financial Group jobs - Mississauga jobs - Portfolio Analyst jobs in Mississauga, ON
    • Salary Search: Portfolio Assistant salaries in Mississauga, ON
    • See popular questions & answers about BMO Financial Group
  • View similar jobs with this employer
    • Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
    • Acts as the key service contact for clients.
    • Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
    • Acts as the key service contact for clients.
    • Takes ownership of client inquiries/ concerns/ complaints, ensuring timely resolution and referring as appropriate.
    • Analyzes issues and determines next steps.
    • Conduct & Client Experience: ensure the ethical and professional behavior of all branch employees and resolve any client complaints in an efficient and…
    • Work with Branch Management to address service complaints while working with compliance and Legal to handle regulatory complaints.
    • New Joint IA code requests.
    • Resolves complex problems and member complaints with an aim to provide first contact resolution and ensuring the needs of members, employees and the credit…
  • View similar jobs with this employer
    • Maintain and develop relationships with customers, addressing and resolving customer needs and/or complaints.
    • Work with a wide range of customers to sell a wide…
    • Answer customer questions and resolve customer complaints.
    • Present, promote and sell products to existing and prospective customers in Asia.
    • Address tenant requests and complaints promptly and professionally.
    • Our success stems from our ability to identify opportunities, build strong relationships,…
    • Recommend investments in transportation technology, fleet equipment, and process improvements.
    • Initiate corrective and preventative actions following…
    • Ensure customer complaints are dealt with quickly and in person.
    • Our Assistant Resort Managers aid in operations, staffing, budgeting and planning at one of our…
  • View similar jobs with this employer
    • Maintain and develop relationships with customers, addressing and resolving customer needs and/or complaints.
    • Work with a wide range of customers to sell a wide…
    • Develop customer loyalty by addressing all customer inquiries, concerns or complaints in a timely and professional manner.
    • Inside sales: 2 years (preferred).
Get e-mail updates for the latest Investment Complaint jobs

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Career Resources:

Job Post Details

Citco logo

Manager, Investor Relations - Private Assets - job post

Citco
3.3 out of 5 stars
Toronto, ON
$90,000–$110,000 a year - Full-time
You must create an Indeed account before continuing to the company website to apply

Job details

Pay

  • $90,000–$110,000 a year

Job type

  • Full-time

Location

Toronto, ON

Full job description

About Citco:

The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.

About the Team & Business Line:

Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.


Your Role:

  • Interact with senior management and manage overall relationships for multiple Private Equity clients.
  • Manage various operational aspects associated with client relationships and investors.
  • Coordinate with the Accounting group, Financial Statement group, Tax group, and Legal team.
  • Coordinate, manage and monitor external audit process.
  • Review private equity fund client’s partnership agreements, Subscription documents, PPM’s and other materials.
  • Manage various operational aspects associated with client relationships and investors.
  • Assist with the implementation and understanding of fund structures on the accounting system.
  • Manage and monitor the timing and quality of client deliverables, as well as building and managing client relationships.
  • Manage and develop staff of 4-6 Investor Relations Specialists.
  • Build out and manage internal Policy and Procedure documentation.
  • Review, create and produce partner statements; call and distribution notifications and other correspondence.
  • Assist with the appropriate handling of fund manager and investor calls.
  • Review and approve of investor capital activity (call/distributions/transfers/rebalances).
  • Prepare and review all activity within stated Service Level Agreements.
  • Have oversight of the money transfer dollar amounts and AML/KYC.
  • Involved with reporting (daily, weekly, monthly) and will assist with various projects as assigned.

About You:

  • You have a Bachelor’s Degree in Accounting/Finance/Economics or comparable Investor relations and finance experience.
  • 5-7 years’ experience in the Hedge Fund/Private Assets industry, preferably in Investor Relations and/ or Client Service with some exposure to accounting and performance reporting
  • Minimum 2 years’ experience managing staff
  • Knowledge of compliance and regulatory issues including Know Your Customer (KYC) and Anti-Money Laundering policies
  • Possess proven client relationship skills
    • Strong knowledge of Microsoft Office

Salary Range: CAD $90,000 - CAD $110,000

This posting is for an existing vacancy.

    Our Benefits

    Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.

    We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

    Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.

    #INDCIT

    Let Employers Find YouUpload Your Resume