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Associate - Fund Governance

4 months ago


Dublin, Dublin City, Ireland Waystone Full time
Waystone Associate PositionWaystone, a leading provider of services for the asset management industry, is looking for an Associate to join their Directorships team.
  • Responsibilities:
    • Manage client relationships for a portfolio of clients
    • Review client documents independently
    • Evaluate risks and prioritize tasks accordingly
    • Stay updated on industry developments and regulatory changes
    • Assist with operational risk and compliance projects
    • Support Associate Directors and Directors with documentation
    • Onboard new engagements efficiently
    • Provide excellent customer service and liaise with fund service providers
    • Identify cross-selling opportunities
    • Maintain entity information in Salesforce
    • Monitor accounts receivable and escalate when necessary
    • Conduct training sessions and arrange phone calls for the Directors
    • Assist with various tasks related to client portfolio and regulatory projects
    • Collaborate effectively with colleagues and take on additional duties as needed
    • Present tracking schedules at team meetings
    • Participate in training new staff members
  • Requirements:
    • Bachelors' degree or professional qualification
    • Minimum of 2 years' financial services experience
    • Knowledge of fund structures and regulatory requirements
    • Ability to work in a fast-paced environment with diverse client portfolios
    • Excellent time management, communication, critical thinking, and attention to detail