Assistant Vice President – Investor Services Change & Transformation

Quest Recruitment; Dublin; On-site; EUR 75,000 - 105,000; Full time

Job summary

Quest Recruitment is recruiting an Assistant Vice President – Investor Services Change & Transformation in Dublin. The role moves you away from day-to-day BAU into a dedicated change and operational improvement focus within Private Markets Investor Services.

This proactive role sits outside BAU with no routine processing responsibilities. You will review processes, design improvements and work with cross-functional teams to enhance controls, scalability and turnaround times.

Qualifications

• Experience in Private Markets Investor Services, Transfer Agency or Fund Administration.
• Knowledge of alternative investment structures and investor servicing.
• Proven ability to identify inefficiencies and design improvements.
• Experience with automation of manual processes and collaboration with technology teams.
• Formal change, Lean, Six Sigma or project management qualifications welcome but not essential.

Responsibilities

• Review Investor Services processes and identify opportunities to simplify, standardise and automate.
• Identify manual workarounds, control weaknesses and operational risks.
• Work with Operations, Technology, AML and other stakeholders to develop practical solutions.
• Help implement workflow, system and process improvements.
• Strengthen controls and improve scalability, accuracy and turnaround times.
• Use data and MI to identify issues and measure the impact of changes.
• Support the implementation and embedding of new processes across the business.
• This is a proactive improvement role outside BAU, not day-to-day QA.

Skills

Investor Services

Transfer Agency

Automation

Process improvement

Data & MI

Technology collaboration

Lean Six Sigma

Job description

Private Markets | Dublin

We are recruiting an Assistant Vice President – Investor Services Change & Transformation for a leading international financial services organisation in Dublin.

This is a particularly attractive opportunity for an experienced Private Markets Investor Services / Transfer Agency professional who wants to move away from day-to-day BAU and into a dedicated change and operational improvement role.

Importantly, this position sits entirely outside BAU. There are no day-to-day Investor Services processing responsibilities.

The role forms part of a wider business transformation programme and will focus specifically on improving the Private Markets Investor Services operating model.

The Role

You will review existing processes and workflows, identify inefficiencies and operational risks, and help design and implement better ways of working.

Your remit will include:

• Reviewing Investor Services processes and identifying opportunities to simplify, standardise and automate


• Identifying manual workarounds, control weaknesses and operational risks


• Working with Operations, Technology, AML and other stakeholders to develop practical solutions


• Helping implement workflow, system and process improvements


• Strengthening controls and improving scalability, accuracy and turnaround times


• Using data and MI to identify issues and measure the impact of changes


• Supporting the implementation and embedding of new processes across the business

This is a proactive improvement role rather than a traditional QA position. The focus is on identifying potential problems and improving processes before issues arise.

Who We Are Looking For

You are likely to currently work in Private Markets Investor Services, Transfer Agency or Fund Administration and have strong knowledge of alternative investment structures and investor servicing.

You do not need to currently have “Transformation”, “Change” or “Project Management” in your job title.

What matters is that you can demonstrate tangible examples where you have been involved in improving how work is done.

We are particularly interested in candidates who can show experience of:

• Improving an Investor Services or Transfer Agency workflow


• Automating or reducing manual processes


• Working with technology teams on system or workflow improvements


• Helping design, test or implement a new process


• Delivering measurable improvements such as fewer errors, faster turnaround times or reduced operational risk

Experience across Private Equity, Private Credit, Real Assets or other Private Markets structures would be particularly relevant.

Knowledge of areas such as investor onboarding, capital calls, distributions, equalisation, investor reporting and payments would also be beneficial. Formal change, Lean, Six Sigma or project management qualifications are welcome but are not essential.

Why Consider It?

For someone currently working in a BAU Investor Services role, this offers the opportunity to use that operational knowledge in a very different way. Rather than processing the work yourself, you will be asking:

How can we do this better? Can we automate it? Can we remove manual steps? Can we strengthen the control? Can we make the process more scalable?

If you have strong Private Markets Investor Services experience and can point to examples where you have helped improve processes, systems or controls, we would be very interested in speaking with you.