Associate - AEOI Compliance Group

Overview

Waystone leads the way in specialist services for the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.

Responsibilities

• The Associate will service and maintain relationships with a portfolio of clients. They will take on a portfolio of clients with complex structures and will complete annual filings and ad hoc client requests. This role will also provide support to the Directors and Associate Director and complete database projects for client reporting.
• Independently liaise in a timely and professional ma...