Lion Global Investors Limited – Intern, Fund Services (6months)

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 Aug 2024

Other Information

Lion Global Investors Limited is committed to equal employment opportunity. Our employment decisions are made based on job requirements and qualifications, and regardless of age, race, gender, religion, marital status, family responsibilities, or disability.

Please refer to our Data Protection Policy Statement at Data Protection Policy | Lion Global Investors on how we may collect, use and disclose your personal information.