Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
Primary functions & responsibilities
Support organizational and project management efforts across the Investor Services team
Work closely with Relationship Management and Product Management teams, globally, to streamline and centralize processes across different groups including Finance, Accounting, Legal, Tax, Compliance and Technology
Provide on the job training and guidance on team processes and best practices to colleagues
Respond and resolve investor-related inquiries and/or requests within a timely manner
Identify and escalate complex cases or queries to senior team leads
Manage investor onboarding process, which includes review of all onboarding documents such as subscription agreement, AML/KYC, regulatory related and tax documents
Capture investor data during the onboarding process and investor lifecycle maintenance
Reconcile data to Fund Administrators’ and follow procedures to resolve any breaks
Implement, action, review and oversee investor data rooms – including set up, document and contact maintenance
Assist in developing, implementing, documenting and training on new workflows and procedures utilizing technology to create and improve processes to drive change
Build a strong network across the firm and with external vendors to facilitate strong collaboration and promote best practices across business operations groups including Technology, Finance, Accounting, Human Resources, Legal, Tax, Compliance, Fund Administrators and External Counsel
Qualifications
Education:
College graduate with outstanding academic record
Experience Required:
3-5 years of professional experience in a fast-paced, self-driven role, preferably within investment/wealth management, business management/strategy, consulting, and/or financial services
Experience with Salesforce and/or Intralinks is a plus
Experience in customer service is a plus
Experience working with alternative asset classes is a plus
Spoken or written multilingual proficiency is a plus
General Requirements:
Strong team player who enjoys collaboration, working cross-functionally and demonstrates willingness to assist with various tasks, as needed
Problem solver with ability to research solutions and identify potential resolutions
Critical thinker with ability to think creatively to troubleshoot and resolve issues
Comfortable and capable of managing multiple priorities from multiple sources, including internal and external requestors
Ability to prioritize and multi-task under pressure and across time zones to drive processes and results
High attention to detail and customer experience to provide a best-in-class client experience
Demonstrate a high level of integrity to protect sensitive client information
Outstanding presentation, communication, writing, and interpersonal skills
Expert Microsoft suite skills, especially Excel and PowerPoint skills, Visio is a plus
Reporting Relationships
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
