Head of Investor Services

3 weeks ago


Dublin, Dublin City, Ireland Ocorian group Full time

Ocorian delivers administration and compliance services for funds, corporate, capital markets and private clients.

No matter where in the world our clients' hold financial interests, or however they are structured or need to be supported, we will provide a tailored and personalised solution that is individual to their needs and fully compliant to the needs of their stakeholders, regulators and the investment itself.

We manage over 15,000 structures for 6000+ clients with a global footprint operating from 20+ locations. Our scale offers all our people great opportunities to develop their knowledge and skills and to progress their careers.

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;

#LI-AM1

#LI-Hybrid

Qualifications

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 AMBITIOUS – We aim high and are always seeking new ways to delight our people and clients
  • We are AGILE – We act on our initiative to get things done
  • We are COLLABORATIVE – We achieve more working together
  • We are ETHICAL – We behave with integrity at all times
#J-18808-Ljbffr

  • Dublin, Dublin City, Ireland Cpl Healthcare Full time

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


  • Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Company Description Experience something Brilliantly Different with MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking and fund financing. We're in 14 global...


  • Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Company DescriptionExperience something Uniquely Special with a career at MUFG Investor Services.Who are we? Simply put, MUFG Investor Services is a part of the Mitsubishi UFJ Financial Group, and we collaborate with more than 480 dedicated global investment firms to offer them administration, asset services, banking, and fund financing.We are present in 14...


  • Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Company Description Experience something Brilliantly Different with a career at MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, assert services, banking, and fund financing. ...


  • Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Job DescriptionOverseeing and leading the company's Operational Resilience and Risk (OR&R) framework, offering support and guidance to the Business Continuity Management (BCM) and Operational Risk Management (ORM) team lead.Accountability for establishing and ensuring the effectiveness of ORM and BCP evaluation, continuous monitoring, and reporting...


  • Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Company DescriptionIf you're considering joining MUFG Investor Services, here's what you can look forward to. Check out our careers platform where you'll discover the opportunities that come with being part of the rapidly expanding business within one of the world's leading financial organizations. But don't stop there. It's not just meeting expectations...


  • Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Job DescriptionThe Junior Associate Director is the first management role within Debt Services. The role is designed to support the management team by being a visible leader and effective point of escalation for the operations team. They support the operations team through being a source of knowledge and technical expertise, able to review sensitive...

  • Director, Trusts

    3 weeks ago


    Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Company DescriptionExperience something Exceptionally Unique with MUFG Investor Services.Who are we? In short, MUFG Investor Services is a division of the Mitsubishi UFJ Financial Group, collaborating with over 480 committed global investment firms to deliver administration, asset services, banking, and fund financing.We operate in 14 international locations...


  • Dublin, Dublin City, Ireland Us Bank Full time

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...


  • Dublin, Dublin City, Ireland CPL Full time

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


  • Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Company Description Experience something Exceptionally Unique with a career at MUFG Investor Services. Who are we? Briefly, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, collaborating with over 480 loyal global investment firms to offer them administration, asset services, banking, and fund financing. We're present in 14 global...


  • Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Company Description Experience something Brilliantly Different with MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking and fund financing. We're in 14 global...


  • Dublin, Dublin City, Ireland U.S. Bank Full time

    Investor Services Assistant Manager page is loaded Investor Services Assistant Manager Apply locations Dublin, Ireland time type Full time posted on Posted 2 Days Ago job requisition id At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we...


  • Dublin, Dublin City, Ireland U.S. Bank Full time

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...


  • Dublin, Dublin City, Ireland U.S. Bank Full time

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Day Rate Contractor

    3 weeks ago


    Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Company Description Experience something Brilliantly Different with a career with MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, assert services, banking, and fund financing. ...


  • Dublin, Dublin City, Ireland Glanbia Full time

    The Opportunity Glanbia is a public Company listed on the Dublin and London stock exchanges. Investor Relations ("IR") is responsible for the communication of all financial results as well business model to the investor community. IR leads the engagement process for Glanbia with its institutional investors and potential investors. This results in the...


  • Dublin, Dublin City, Ireland State Street Full time

    Purpose Of Role: Employee will be involved in processing of investor transactions and communication with investors.What You Will Be Responsible For Process subscriptions: review documentation, ensure anti-money laundering documentation has been received, confirm receipt of cash in fund's bank account, enter subscription on ISS Process redemptions: review...

  • Director, Governance

    3 weeks ago


    Dublin, Dublin City, Ireland MUFG Investor Services Full time

    Company DescriptionWhat you'll get by joining MUFG Investor ServicesDynamic cultureSupportive teamEmphasis on innovation and client focusContinuous learning and development opportunitiesHybrid working environmentDon't settle for the usual. Apply today for a uniquely rewarding career.Job DescriptionThis position will support the Governance Function in...


  • Dublin, Dublin City, Ireland State Street Full time

    Purpose Of Role: Employee will be involved in processing of investor transactions and communication with investors.What You Will Be Responsible ForProcess subscriptions: review documentation, ensure anti-money laundering documentation has been received, confirm receipt of cash in fund's bank account, enter subscription on ISSProcess redemptions: review...