Vice President, Investor Services

Artex Risk Solutions; Halifax; On-site; CAD 102,000 - 199,000; Full time

Job summary

A global insurance firm in Halifax is seeking a Vice President for Investor Services. The successful candidate will oversee client servicing and regulatory reporting for fund clients. Ideal candidates will have extensive experience in fund administration and compliance. Salary ranges from $102,000 to $199,000 per year, with a comprehensive benefits package.

Benefits

Flexible medical & dental coverage

Life and AD&D insurance options

Educational expense reimbursement

Employee Stock Purchase Plan

Paid sick days & personal days

Qualifications

• 8+ years in fund administration, with 5 years managing investor services staff.
• In-depth knowledge of FATCA & CRS regulations.
• Ability to create side pockets for hedge fund structures.

Responsibilities

• Oversee delivery of investor services to fund clients.
• Ensure accurate processing of subscriptions, redemptions, and transfers.
• Manage team performance and operational policies.

Skills

Management experience

Anti-money laundering knowledge

Excellent communication skills

Problem-solving skills

Proficiency in Excel

Education

University Degree in Finance

Accounting qualification (ACA/ACCA/CIMA/CPA)

Job description

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This range is provided by Artex Risk Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

102,000.00 / yr - $199,000.00 / yr

Introduction

At Artex, we defy convention and reimagine the possibilities of risk management. Join a team of passionate visionaries, where creativity knows no bounds, and innovative thinking shapes the future. As part of our global family, you'll unlock your potential, turning challenges into opportunities, and creating an impact on a global scale. Dare to innovate, and together, we'll craft a legacy of transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

How You'll Make An Impact

The VP, Investor Services will have responsibility for managing the Fund Services Investor Services team, client servicing, investor reporting services for our fund clients across hedge fund and insurance linked strategies, preparing complex ad hoc client reports and overseeing regulatory reporting requirements.

Responsibilities :

• Oversee the delivery of a full range of investor services to assigned fund clients.
• Ensure timely and accurate processing of all subscriptions, redemptions and transfers.
• Supervise fund launches and implementation of new clients including set up of all transfer agency records.
• Review offering documents and service agreements for funds, mutual funds, unit trusts, & partnerships.
• Manage client compliance with relevant AML / ATF and FATCA & CRS regulations.
• Manage and review the creation and reporting of side pockets for ILS fund structures.
• Manage, motivate and train staff to continually achieve goals while creating an environment that exemplifies teamwork and respect.
• Continually evaluate the efficiency and effectiveness of operational policies, procedures and controls to ensure timelines are met, departmental productivity is maximized, and both errors and operational risk are minimized.
• Work closely with management to develop new tools to service new client requirements.
• Assist with business development, including completion of RFPs and client fee proposals.
• Perform transfer agency functions if required including but not limited to processing subscriptions, redemptions, share transfers and generating client ad-hoc reporting.
• Provide vision, leadership and direction to operations and strategic planning areas of the company.
• Assist with ad-hoc projects, as required.

About You

University Degree in Finance (or similar discipline); accounting qualification advantageous

ACA / ACCA / CIMA / CPA)

Recently (within last 2 years) worked in excess of 8 years for a fund administrator with at least 5 years’ experience managing investor services staff.

Advanced knowledge of anti-money laundering regulations, due diligence procedures, ERISA requirements and equalization methods.

In depth understanding and experience with creating side pockets for hedge fund structures will be preferred.

Strong understanding of FATCA & CRS regulations.

Must have proven experience in managing, training and developing staff.

Proven supervisory experience in a complex operations management department.

High proficiency in excel running and creating functions, pivot tables, and charts.

Excellent written and verbal communication skills and problem solving skills.

Ability to meet tight deadlines and must be prepared to work extended hours and public holidays as required.

Compensation And Benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve :

Flexible medical & dental coverage to meet your household's needs

Life, Dependent Life and AD & D Insurance options

Retirement savings including RRSP including a company match, TFSA, pension and more

Employee Stock Purchase Plan

Other benefits include :

Educational expense reimbursement

Employee assistance programs

Discounted gym membership (GoodLife Fitness)

Opportunity for flexible work arrangements

Paid sick days & personal days

Employee education recognition program

Employee referral bonus program

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

Industries

Insurance

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