Investor Support

1 week ago

Herzliya, Tel Aviv, Israel ION Asset Management Full time ₪40,000 - ₪80,000 per year

Key Activities:

As an integral member of the investor relations team reporting to the Head of Investor Relations, your primary responsibility is to assist potential and existing investors in ION's funds, including:

  • Assist investors in completing subscription documents and guide them through the investment process.
  • Liaise with fund administrators to ensure all investors are signed off by them for AML purposes.
  • Assist in collecting any documentation or information from investors to facilitate the sign-off.
  • Ensure all information for CRS filings is collected and filed as necessary.
  • Provide investors with any information or assistance they may need from time to time.
  • Furnish investors with any required statements of account, tax confirmations, and information for tax or regulatory filings as needed.
  • Support investors in submitting applications to redeem funds and ensure the safe receipt of all redemption funds.
  • Keep our CRM software updated with all investor and fund information, ensuring reconciliation with the fund administrator data at all times.
  • Industrywide.

What we are looking for:
​

  • Highly proficient in English, including speaking, reading, and writing skills – most of the work is in English, so this is a must.
  • High attention to detail.
  • Service-oriented.
  • Comfortable working with numbers and Excel spreadsheets.
  • Ability to work independently and learn on the go.
  • Advantage given to those with 1–2 years of experience in a similar role in a fund or another financial institution.

This is a full-time role based in ION's offices in Herzliya

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