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January 20 2018

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Offer: Head of Investor Services Funds:

Job description:

Head of Investor Services Funds

   » income:Negotiable
   » Full Time
   » Galway City
   » Posted 17 mins ago


Head of Investor Services Funds

   » income:Negotiable
   » Full Time
   » Galway City
   » Posted 17 mins ago
Head of Investor Services – Galway
this function reports to the COO of the Administration business.  You will take on the function as the Head of Transfer Asset Manager Transfer Agency (AFS).
Summary of the function :
The function involves the maintenance of key investor account information, the recording and classification of investors in conformity with key industry declarations and requirements, and the processing of all investor dealing instructions if conformity with a fund’s offering memorandum.  The Investor Services Department is the main contact point for a fund’s investors, dealing with their queries, processing their subscription and redemption requests, and money movements in an out of the fund account.  The objective of this function is to lead several teams in the department including dealing and client services, cash, new business & onboarding and registration. this function will also act as a leading member of the department management team. Core responsibilities are to ensure a consistently excellent level of client service, supervise the effective operation of the team and to identify & contribute to continuous improvement initiatives.
Key The main responsibilities are:
   » Manage high profile client relationships from an Investor Services perspective by engaging with the AFS investors and developing relationships with them
   » Manage the teams within Investor Services to deliver and supervise their work to ensure Information technology is of the highest quality standards. 
   » Determine resource requirements and subsequently recruit, train, motivate & develop staff to ensure a fully functioning team capable of meeting the department’s objectives, including leading the performance management process
   » Key member of the department management team, responsible for leading a variety of strategic initiatives
   » Foster and support a culture of best practice and ‘white glove’ service to clients within the Investor Services area of the business
   » Foster and cultivate a change culture where we strive to provide the highest quality service
   » Sponsor a programme of continuous improvement to mitigate risks, eliminate inefficiencies and/or improve client practices and in order to support the build out of capacity and scale within the department
   » Review regulatory requirements to establish if and where they may impact on the department processes and procedures, and how Investor Services reports to regulatory bodies
   » contact with Investor Services colleagues in other locations to streamline processes and identify common procedures and systems with a view to unifying databases and procedures
   » Identify and implement required training programs within the department to ensure that these programs meet the required industry standards
practice Required :
   » Proven track record in leading a Transfer Agency department 
   » 8-10 Years’ practice in Fund Administration with at least 5 years in a management capacity
   » Project Management expertise
   » Third Level Qualification preferred, ideally in a Business related discipline
   » Strong leadership abilities and people management expertise, capability to develop strong employees and teams.
   » capability influence others.
   » Strategic vision / Risk Management / Change management
   » Autonomy and initiative – self-motivated with the capability to make decisions
Further details in confidence, contact Barbara Donnellan – 01 474 4512


Barbara Donnellan

   » Banking & Finance Manager


Job Category: Customer Service [ View All Customer Service Jobs ]
Language requirements:
Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Galway
Company Type Employer
Post Date: 01/13/2018 / Viewed 6 times
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