Investor Services Associate Cover Letter

I submit this application to express my sincere interest in the investor services associate position.

Previously, I was responsible for consultative services to assist on how to best comply with anti-money laundering (AML) regulations worldwide, watch List screening and payments operations.

My experience is an excellent fit for the list of requirements in this job:

• To support the delivery of messaging across different regions
• To work closely with colleagues globally to ensure an effective and coordinated communications strategy
• The role will be based in either London or Luxembourg
• Comprehensive working knowledge of Microsoft Office (advanced Excel, Powerpoint, Visio skills)
• Ensure that business standards are achieved on a consistent basis
• Experienced business analysis skills
• Familiarity with financial markets and products, business change and accounting-related topics
• Practical experience of OTC Fixed Income gained either from Sales, Trading, Credit Risk/Market Risk or Operations

In response to your job posting for investor services associate, I am including this letter and my resume for your review.

In the previous role, I was responsible for periodic reports and feedback to Investor Services management on a multitude of investor services topics, client issues and department initiatives.

Please consider my experience and qualifications for this position:

• Extensive knowledge of Hedge Fund Industry
• Excellent financial, research and analytical skills
• Proven project management skills, preferably with a focus on fund accounting (for Project Management Role)
• Project Management Professional including agile project delivery would be an asset (for Project Management Role
• Strong quantitative skills proficiency in Excel, PowerPoint and Bloomberg necessary
• A detailed knowledge of the offering documentation for the funds being serviced.-A strong knowledge of the regulations that pertain to the domicile of the fund being serviced
• Scans all documents and/or paperwork created and/or compiled by Investor Services team
• Appreciation of and willingness to learn about, the risk, regulatory and control environment and tools

Please consider me for the investor services associate opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for technical expertise for the development of new business relationships and develop procedures for the take on of new products and services.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Understanding of Futures/exchange traded markets
• Strong appreciation of risk-related macro economic environments
• Financial and mathematically numeracy
• Relationship management – track record of building, maintaining and expanding relationships at different levels
• Self starter – able to prioritise and manage issues and make risk adjusted priority calls
• Coordination and Governance of the Client Change Request Process
• Development and Enhancement of the Client Change Program, Processes and Practices
• Program Management of Key Clients Change agenda as Single Point of Contact (SPoC) to drive and enhance the client experience

I am excited to be applying for the position of investor services associate. Please accept this letter and the attached resume as my interest in this position.

In my previous role, I was responsible for investor and dealer services for various Hedge fund clients in Canadian, US and Offshore jurisdictions;.

Please consider my qualifications and experience:

• Coordinate and manage the custody portion of the Client Change Investment Initiative Budget
• Working closely with Client Services, Technology and Product Development partners to define, refine and improve the Standardization of Client Change processes and practices across Stakeholders and within the Shared Client Change Tracking Tool
• Development and Maintenance of Governance, Metrics and Management Reporting related to client change
• Management of OCC Compliance of all Client Change Requests
• Operating as a subject matter expert with respect to internal practices, industry and market developments and their impact on the Global Custody product platform
• Working with Segment Leaders, Client Service, Product Management, Product Development, Technology and RM’s as point of escalation and prioritization for client change
• Key Stakeholder and Power User in the management, development and testing of the Enterprise Project Management (EPM) Tool
• Management and Reconciliation of Client Change records in Enterprise Project Management (EPM) Tool as the information management gatekeeper to Product Development

Please consider me for the investor services associate opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for kYC remediation services through screening of entities and individuals against R&C structured data and negative news references in Factiva.

Please consider my experience and qualifications for this position:

• Strong PC skills particularly Excel pivot tables, Access and PowerPoint
• Good project management and time/priority management skills
• Demonstrable drive and motivation to deliver results
• Experience of the Investment Management industry
• A working knowledge of the offering documentation for the funds being serviced
• A working knowledge of the regulations that pertain to the domicile of the fund being serviced
• A working knowledge of our internal policies and procedures
• Knowledge of various Sanction Screening tools