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  • 2 weeks ago

jobs description

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We're a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we... operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

The role is a Controlled Function PCF-33 under the Central Bank of Ireland's Fitness and Probity regime.

Purpose of the Job

Lead and manage the Investor Services for Global Funds in Ireland. Coach, train and develop these teams to deliver a superior client and investor experience. Contribute to the design, build and deployment of the agenda for the investor service function to ensure we deliver on sustainable, focused growth and targets via proactive service development, operating model design and targeted technology investments and roadmap management.

Main Responsibilities
• Manage end to end the Investor Services function within Global Funds, Ireland ensuring it delivers a credible offering for our clients;
• Ensure the target operating model for the Investor Services is fully deployed in Ireland;
• Have strong operational effectiveness in implementing operational processes, resolving issues and building capability and systems for the function;
• Accountable for best in class service delivery through regular touchpoints with clients, monitoring KPI's and ensuring that the Investor Services team is equipped with the tools that they need to deliver this service;
• Actively contribute to answering to RFP's and commercial propositions;
• Partner with the Client Solutions team to ensure eFront is used to its fullest extent and that all new updates are adopted timely;
• Partner with Product Development and technology to ensure a forward-looking technology and service development roadmaps aligned to group strategy and future client needs;
• Drive internal communication with other functional pillars (Fund Accounting, Admin/CoSec, Management);
• To mentor and support the training of more junior members of staff;

Qualifications Required

Knowledge, Skills & Experience
• 10 years of experience in investor services / Transfer Agency for Alternative Funds;
• Bachelor or University degree in accounting, finance or equivalent;
• Proven track record in managing investor relations in alternative funds for various regulated and non-regulated vehicles;
• Experience with eFront, Investment Café or similar fund platforms and investor portals preferred;
• Experience with transformation/change management, global process and control framework implementation and system migrations;
• Proven track record of leading a high performing team across multiple locations;
• Ability to demonstrate initiative and to manage and prioritise their workload;
• Comprehensive understanding and technical knowledge of fund set-up, administration and Know-Your-Customer obligations;
• Ability to draft and review legal documents and agreements on the basis of Ocorian templates;
• Diligence and care in all aspects of the job, in particular with regard to client data and the maintenance of KYC files and records;
• Problem solving - being able to review the situation and determine an alternative course of action to achieve the desired goal;
• Strong client focus with the ability to develop and maintain important client relationships.
• Excellent communication skills with superior attention to detail.
• Positive and 'can-do' attitude

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
• We are CLIENT CENTRIC - Clients are at the centre of our world, and we're committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS - We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE - We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE - With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL - We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register
County Dublin Ireland


Apply - Head of Investor Services (Ireland) County Dublin