Fund Operations Associate

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About TMF Group

TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we’re a global company with 12,000+ colleagues based in over 125 offices across 87 jurisdictions, we actively seek out people with the talent and potential to flourish at TMF Group, whatever their background, and offer job opportunities to the broadest spectrum of people. Once on board we nurture and promote talented individuals, making sure that senior positions are open to all.

Discover the Role

The Investor Services Specialist plays a critical role in supporting investors, clients, and internal teams through accurate reporting, portal management, wire instruction oversight, and operational excellence. This is a hands-on, detail‑oriented position ideal for someone who thrives on organization, client service, and cross-functional collaboration.

Key Responsibilities

• Follow standards and operating procedures.
• LP reporting email management.
• Updating and maintaining various investor portals to include uploading and distributing documents to investors.
• Investor portal question management and troubleshooting.
• Maintain compliance control protocols.
• Onboarding new funds from start to finish with group-level support as needed.
• Interface and communicate with the investor portal software companies or internal group teams.
• Working with managers and or clients on investor communications.
• Working with managers to meet deadlines.
• Maintaining client protocol and best practices.
• Information resource for the team.
• Other duties as assigned.
• Helping set up wire instructions spreadsheets of new clients and LPs at the onboarding stage.
• Performing callbacks to confirm wire instructions of clients and LPs.
• Maintain investor wire instruction spreadsheets and bank templates for clients.
• Assisting with updating wire instructions and confirming the authorized contact for changes .
• Provide backup review for initiation of wires.

Key Requirements

• Resourceful and motivated to find outside-the-box solutions to everyday client issues.
• Excellent verbal and written communication skills.
• Interpersonal skills and ability to work successfully with many different work styles
• Ability to continuously prioritize multiple projects in a fast-paced environment with a high degree of flexibility and a high level of focus on quality, accuracy, and confidentiality.
• The commitment to independently complete tasks to reach the client’s goals, which at times may require hours above the standard work week.
• The ability to work across multiple software platforms, transferring and manipulating data.
• Excellent working knowledge of Microsoft Suite, and Adobe Acrobat X (and higher).

What’s in it for you?

Growth-Focused Environment

We aim to grow our business, our teams, and our people. We encourage our people to identify opportunities and pursue them from idea to impact.

Strategic Engagement

New people bring fresh ideas. We want you to be involved in shaping our strategy in response to market dynamics. You’ll work closely together with senior leadership to translate these trends into the way we service our clients.

International Scope

We operate in 85 jurisdictions, which offers an international perspective to work from. You’ll often work cross-border, creating exposure to diverse markets and cultures, and widening your local and global network.

Entrepreneurial Contribution

We embrace entrepreneurial thinking. If you see a way to add value, we’ll support you in exploring it.

We’re looking forward to getting to know you!