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Investor Services Associate I


Salt Lake City, US

Alter Domus is looking for a new Investor Services Associate to join our team in Salt Lake City, UT.



  • Autonomy and ability to lead an assigned workflow/work product; or be a subject matter expert on it;
  • Ability to lead team projects or inter-department projects or meeting calls;
  • Assist with training/mentoring incoming team members; 
  • Cross-trained in team functions; and/or able to quickly cross-train for other departments for projects; 
  • May serve as a back-up/ point person to Sr. Associate/Lead



Subscription Fulfillment:

  • Process Investor Subscription documentation with accuracy; including entering the appropriate information either by data entry or upload to the record keeping system.
  • Work to identify all possible information included in a Subscription Document that may need to be reported to a client, regulator, auditor or internal management.
  • Perform quality control compliance review on subscription documentation processed by other groups.

KYC Checks:

  • Collect and review all required documentation for accuracy and completion.
  • Enter applicable information into third party KYC system for verification of identity and negative news search.

Custodial Reporting:

  • Ability to coordinate with DTCC/AIP platform to successfully complete the following tasks:
    • Creation and Submission of Security General Profile to establish fund profile on AIP
    • Creation and Submission of Positions and Activity Files 
    • Identify rejections and perform follow up



  • Bachelor’s degree in Accounting or Finance; or relevant experience;
  • Exceptional written and verbal communication skills;
  • Excellent organizational and time management skills;
  • Impeccable customer service skills; and
  • Ability to multitask and prioritize daily workload.

Nearest Major Market: Salt Lake City