OPERATIONS - Investor Services Officer

ABOUT CFM

Founded in 1991, we are a global quantitative and systematic asset management firm applying a scientific approach to finance to develop alternative investment strategies that create value for our clients.

We value innovation, dedication, collaboration and the ability to make an impact and together we create an environment for talented and passionate experts in research, technology and business to explore new ideas and challenge assumptions.

ABOUT THE ROLE

The strategy of CFM's Operations team is to deliver a high-quality service for trade processing as well as investor support. It also has a role in limiting operational risk. Key areas of focus of the team include improving time to market for new developments, reduction of exceptions through workflow design an automation, optimising cost of trading and financing, providing valuation services, and managing cash and collateral flows.

Our Operations Department, of more than 20 people, takes a central part in CFM development.

Clearly driven by the will to bring value to our client and distribution networks, we work along with them since Fund structuration until final set up of solution for treasury Optimization.

Working closely with other CFM Teams (Business Development, Research, Trading, …) and with external Stake Holders (Prime Brokers, Counterparties, …), we take great care to provide client with the best and optimized financial and operational solution, while constantly enhancing both internal tools and processes.

Engaged in an increasing number of topics, the Treasury & Investor Services desk needs to strengthen to support numerous new projects, assist Research, and support the general scaling up of the firm.

You will be in charge of the following missions:

• Set up and monitor operational relationship with Wealth Managers (Distributors, Sellers, Advisers, etc.) as well as associated pricing (Fees, Rebates, …)
• Define the qualitative controls to be implemented for KYC, taxation, etc.
• Ensure the maintenance of valued positions of investors in our funds in relation with both Administrator and Transfer Agent (subscription, redemption, transfers)
• Take charge of cross-functional coordination within CFM (in collaboration with our Regulatory, Legal, and Business Development Teams) and with our External Partners (Transfer Agent) when necessary
• Identify and design needs for new features and/or data management, and lead IT transformation projects to meet those needs

SKILLSET REQUIREMENTS/QUALIFICATIONS

We are seeking highly motivated, inquiring individuals who are able to work as part of a team, are endowed with a strong sense of autonomy and a capacity to communicate and are open to change, and have:

• Engineering degree / Master’s (BAC + 5)

• Experience in financial markets (Transfer Agent, Asset Management, Consulting Firm, etc.) that has allowed the candidate to manage transformation projects, particularly in areas related to customer knowledge and operational support for clients and distribution networks.
• Mastery of the various components of the Asset Management value chain.
• Proficient in both French and English at a professional level.

EQUAL OPPORTUNITIES STATEMENT

We are continuously striving to be an equal opportunity employer and we prohibit any discrimination based on sex, disability, origin, sexual orientation, gender identity, age, race, or religion. We believe that our diversity, breadth of experience, and multiple points of view are among the leading factors in our success.

CFM is a signatory of the Women Empowerment Principles

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