Intern, Fund Services
TMF Group
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About TMF Group
TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. We provide legal, financial, and employee administration through TMF Group’s teams in 120 offices.
Discover the Role
We're looking for our Fall Co-ops!
Key Responsibilities
• Assist with the distribution of monthly and quarterly investor statements, tax documents, capital activity notices and fund communications.
• Review and maintain investor demographic information in accordance with subscription documents and onboarding requirements.
• Review and enter investor wire instructions within internal applications and banking platforms, as applicable.
• Assist with the collection and maintenance of KYC documentation in accordance with regulatory requirements and TMF policies.
• Support the procurement, organization and categorization of U.S. and offshore tax documentation, including W forms and self-certification forms, to facilitate AEOI compliance.
• Assist with investor records management, document retention and data validation activities.
• Provide support with other investor services tasks and projects as required.
Key Requirements
• Currently enrolled in an accounting or finance-related bachelor’s program
• Intermediate to advanced experience in Microsoft Excel
• Eager to learn and develop in accounting.
• Excellent communication skills
What’s in it for you?
Pathways for career development
• Work with colleagues and clients around the world on interesting and challenging work.
• We provide internal career opportunities, so you can take your career further within TMF.
• Continuous development is supported through global learning opportunities from the TMF Business Academy.
Making an impact
• You’ll be helping us to make the world a simpler place to do business for our clients.
• Through our corporate social responsibility program, you’ll also be making a difference in the communities where we work.
A supportive environment
• Strong feedback culture to help build an engaging workplace.
Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work-life balance to perform at your best.
We’re looking forward to getting to know you!
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