Job Description
NOTE: APPLICANTS MUST BE AUTHORISED TO LIVE AND WORK IN IRELAND FOR THE DURATION OF THE CONTRACT TERM
The Company is looking to add to the highly motivated Shareholder Services team, responsible for the on-boarding of new clients to mainly private equity funds with total AUM of over EUR 37 billion. The candidate will be involved in every aspect of the client on-boarding process from initial system set up to ongoing checks. The candidate will deal with a diverse client base including institutional clients, pension funds, high net worth individuals and family offices. Key to this role will be the ability to manage and prioritise multiple processes within tight deadlines as well as strong communication, interpersonal and organizational skills and attention to detail.
Induction training will be provided in addition to both compulsory training (AML/KYC) and optional training. Additional role-specific training will be provided in-house by peers, line manager and senior management.
This is a role within a growing team with strong opportunities for progression. The successful candidate can expect to be seen as a key member of the team, involved in all matters. Internal processes and procedures are continuously evolving, and the successful candidate would have the opportunity to contribute to this growth.
Job specification:
Be the primary contact for investors building relationships to support key interactions
Assist with the onboarding of clients and performing quality checks
Reviewing FATCA/CRS documentation
Ensure that policies and procedures are adhered to daily
Relationship management with clients, General Partner, internal and external stakeholders
Pre-empt (where possible) and manage/resolve service issues end to end and ensure timely communication to the client
Coordinate with internal business partners across multiple offices internationally
Ensuring all tasks are completed within the team in a timely manner to assist with internal KPIs
Requirements
Completed bachelor’s degree required
Minimum 2.2 honours degree
Additional relevant education in the area is a benefit
Highly motivated with an innovative mind-set
AML experience an advantage, but not essential
Proven experience in assessing and reviewing FATCA/CRS documentation is preferred
Strong analytical and organizational skills
Excellent written and verbal communication skills as well as attention to detail
Ability to deliver solutions to issues, including more complex issues as agreed with line management
General knowledge of Microsoft Office applications
Previous experience in Transfer Agency/ Investor Services in the Funds industry is an advantage
Contact Information
If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.
AJ Bontoyan Human Resources
LGT Fund Managers (Ireland) Ltd. Contact:
+353 1 264 8603