Client Manager, Investor Relations & Fund Operations

The Role: To be located in Singapore, this role is responsible for servicing the accredited and institutional investors of CG Polaris, an open-end fund run by Chicago Global Capital. The role reports to the Chief Operating Officer. This is a licensed role: the successful candidate will be appointed as a representative of Chicago Global Capital under the Monetary Authority of Singapore’s Representative Notification Framework. Key Responsibilities: (a)   Servicing the existing clients of CG Polaris; (b)   Providing regular updates to the clients on the fund performance and portfolio strategies of CG Polaris; (c)   Maintaining a positive relationship with the clients to promote further investment by the clients; (d)   Conducting business development to bring in prospective investors to CG Polaris; geographical coverage of the business development effort will align with the five markets on which CGPolaris intends to target, namely, China, the U.S.,Australia, Malaysia, and Indonesia; (e)   Liaising with clients and prospective investors for onboarding and ensuring the adherence of KYC/AML requirements; (f)    Coordinating with custodians, brokers, and administrators on operational matters; (g)   Trade execution relating to portfolio adjustments; (h)   Launching new funds with new strategies to widen the reach of Chicago Global Capital. Experience &Qualifications: (a)   Bachelor’s degree in Economics, Finance, or a related field; (b)   8+ years in financial services, including at least 2 years in a client-facing role; (c)   Experience in business development, investor relations, or client coverage, with a track record of growing client revenue or assets; (d)   Experience with client on boarding and account opening; familiarity with KYC/AML requirements; (e)   As this is a licensed role, hold, or be able to obtain before appointment, the CMFAS qualifications required to be appointed as a MAS representative, and meet MAS’s fit and proper criteria; (f)    Working knowledge of fund operations and the post-trade lifecycle, settlement, reconciliation, corporate actions, FX, and income; (g)   Prior work at an investment bank, asset manager, or global custodian; (h)   Preferred: experience with institutional or accredited investors in one or more of CG Polaris’s target markets; (i)     Preferred: experience with operational risk, incident management or control frameworks. Skills &Attributes: (a)   MicrosoftOffice: Advanced Excel, PowerPoint, WORD, etc.; (b)   Data& Automation: data and automation tools (example SQL) and dashboarding (example Tableau); (c)   Languages: in addition to English, ideally be fluent in the language used in one of the target markets (Mandarin or Bahasa Malaysia/Indonesia); (d)   Mindset: client-first mindset and able to translate clients’ needs into product and operational change; (e)   Communications: strong communications skills for liaising with external parties (clients, brokers, administrators, etc.) and internal parties (management team, portfolio managers, compliance team, etc.); (f)    Personality: resilient and able to excel in a startup environment, staying organized and calm under pressure, and good judgement on when to escalate.