Years of experience: 10

TranslatorCustomer ServiceCall CenterFinance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Jonerickson's Career Path
Customer Support Manager, Fund Distribution ServiceJan. 2025 -
Present
CACEISCustomer Support Manager, Fund Distribution Service
Luxemburg
AIF Onboarding and Oversight - Register PCSNov. 2023 -
Apr. 2025
CACEISAIF Onboarding and Oversight - Register PCS
Luxembourg
Senior AML/KYC AnalystJan. 2022 -
Nov. 2023
RBC Investor & Treasury ServicesSenior AML/KYC Analyst
Luxembourg

Jonerickson's Posts

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    How I can help you

    I manage full fund lifecycle operations including launch, migration, and liquidation of AIFs and Hybrid Funds. I mitigate compliance risks with deep-dive KYC/AML reviews and represent institutional clients, ensuring seamless fund distribution and operational excellence

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    People I am looking for

    Seeking clients among institutional fund promoters and financial entities. I offer expertise operational quality assurance, and cross-functional leadership to optimize fund operations and meet stringent compliance standards.

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    Experience & Cases

    Managed hybrid fund strategies and onboarding, oversaw fund lifecycle events, including launch and liquidation. Led complex KYC/AML cases for GPs. Handled accounts during mergers and splits for various fund promoters and asset managers.

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    How to contact

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