Lion Global Investors Limited – Intern, Fund Services

Job Description

1. Marketing collaterals
   • Responsible for preparing and sending email notices to inform distributors and corporate clients on newly lodged prospectus, annual reports and fund related matters
   • Preparation of monthly and quarterly reports for clients
   • Review the website to ensure the fund documents and information are up to date.
   • Assist in collating the data required and UAT for the factsheet automation project.
2. Client Services
   • Prepare responses to queries coming from distributors and corporate clients; and general hotline and Contactus email inbox
   • Liaise with Registrar on client’s account opening and settlement related issues. 
   • Prepare daily trades for checking. 
3. Business Development Support
   • Ensure accurate and prompt payment to Business Development vendors and suppliers
   • Work closely with the firm's Compliance department to ensure client accounts adhere to the firm's Compliance Standards (Ad hoc Client reviews and Due diligence)
   • Work on adhoc projects or any other duties as may be assigned from time to time

Job Requirements

• Undergraduate pursuing a Degree in Business / Finance / related field
• Proficient in Microsoft Office Applications
• Critical thinking and problem-solving skills
• Good time-management skills
• Great interpersonal and communication skills
• Able to commit 6 months, from Jan 2024