Investor Services Manager PE/Hedge

Cpl Finance
Dublin City Centre
09 Oct 2018
09 Nov 2018
Job role
This role involves the management of all operational and staffing aspects of the Transfer Agency Team. Responsible for the smooth functioning of the Private Equity Transfer Agency function in the jurisdiction- specifically the end to end transfer function for PE and RE funds & the administration of an active secondary market in PE positions; Ensure that all client deliverables are delivered on time and meet the set quality standards; Ensure adherence to controls and processes / procedures for Transfer Agency; Responsible for resolution of investor issues that may arise from time to time; Ensure compliance to all the applicable regulatory norms for Transfer Agency function within the jurisdiction; Responsible for the management of relationships with critical and high revenue clients of the jurisdiction; Support in the design and implementation of operation automation projects; Generate ideas for internal process improvement and increase in efficiency; Ensure quality standards are set and documented for the Transfer Agency function within the jurisdiction; Ensure adherence of Transfer Agency function within the Jurisdiction to set quality standards; Ensure high level of customer satisfaction and retention; Mentor and coach subordinates to develop capabilities and build a strong succession pipeline for the role. 6 years experience within TA / Shareholder Services in a supervisory / Management position; Demonstrate an ability to work on his / her own and within a team and be willing to assist with any tasks when required; Strong knowledge of Investor Services processes and related functionalities; Strong PC-based experience; Excellent written and verbal communication skills when dealing with Clients, Investors, Management and demonstrate a diligent and methodical approach to tasks; Preferred qualification in finance or a business-related area. Experience in using Investran would be considered an advantage