Assistant Vice President – Investor Services Transformation

Quest Recruitment; Dublin; On-site; EUR 90,000 - 120,000; Full time

Job summary

Quest Recruitment seeks an experienced Assistant Vice President/Transformation Lead to own cross-functional process improvements in Investor Services, with a focus on Private Markets and Transfer Agency. The role involves designing future-state operating models and partnering with senior stakeholders to deliver end-to-end improvements.

The position requires strong analytical skills, experience in private markets, and a track record of implementing automation and technology-enabled solutions to

Qualifications

• 5+ years' experience within Transfer Agency, Investor Services or Fund Administration.
• Strong exposure to Private Markets / Alternative Investments is highly desirable.
• Proven experience delivering process improvement, automation, control enhancement, technology solutions or operating model change.
• Strong understanding of Private Markets structures and associated Transfer Agency processes.
• Good knowledge of capital calls, sub-closes, equalisation, distributions, waterfall calculations and investor servicing.
• Experience with Alternative Investment systems such as Investran, Geneva or NTAS would be advantageous.

Responsibilities

• Act as a transformation lead within Investor Services, identifying opportunities to simplify, standardise, automate and improve existing processes.
• Review operating procedures, controls, technology and client deliverables to identify inefficiencies, duplication, manual processes and operational risks.
• Partner with senior stakeholders to design and implement future-state operating models.
• Review key Investor Services processes including investor onboarding, data maintenance, reporting, capital activity, payments and client deliverables.
• Develop clear recommendations and practical action plans for implementing improvements.
• Work collaboratively with Investor Services, Client Operations, AML, Technology and Relationship Management teams to improve end-to-end service delivery.
• Identify opportunities to leverage technology, workflow tools, data analysis and AI-enabled solutions to reduce manual effort and strengthen controls.
• Develop process maps, procedures and implementation materials to support the successful adoption of change.
• Track the impact of improvements using measurable metrics such as efficiency, turnaround times, quality, control and operational risk.
• Support the training and development of colleagues and promote a continuous improvement culture.

Skills

Experience

Private Markets

Process improvement

Stakeholder management

Data analysis

Tools

Investran

Geneva

NTAS

Job description

A leading global provider of asset management and investment technology solutions is seeking an experienced Assistant Vice President to join its Investor Services function as a Transformation Lead.

This is a newly created position offering the opportunity to take ownership of process improvement and transformation initiatives across Investor Services, with a particular focus on Private Markets and Transfer Agency.

Key Responsibilities

• Act as a transformation lead within Investor Services, identifying opportunities to simplify, standardise, automate and improve existing processes.
• Review operating procedures, controls, technology and client deliverables to identify inefficiencies, duplication, manual processes and operational risks.
• Partner with senior stakeholders to design and implement future-state operating models.
• Review key Investor Services processes including investor onboarding, data maintenance, reporting, capital activity, payments and client deliverables.
• Develop clear recommendations and practical action plans for implementing improvements.
• Work collaboratively with Investor Services, Client Operations, AML, Technology and Relationship Management teams to improve end-to-end service delivery.
• Identify opportunities to leverage technology, workflow tools, data analysis and AI-enabled solutions to reduce manual effort and strengthen controls.
• Develop process maps, procedures and implementation materials to support the successful adoption of change.
• Track the impact of improvements using measurable metrics such as efficiency, turnaround times, quality, control and operational risk.
• Support the training and development of colleagues and promote a continuous improvement culture.

What We're Looking For

• 5+ years' experience within Transfer Agency, Investor Services or Fund Administration.
• Strong exposure to Private Markets / Alternative Investments is highly desirable.
• Proven experience delivering process improvement, automation, control enhancement, technology solutions or operating model change.
• Strong understanding of Private Markets structures and associated Transfer Agency processes.
• Good knowledge of capital calls, sub-closes, equalisation, distributions, waterfall calculations and investor servicing.
• Experience with Alternative Investment systems such as Investran, Geneva or NTAS would be advantageous.
• Strong analytical and problem-solving skills, with the ability to identify root causes and develop practical solutions.
• Experience using data, MI or workflow analysis to identify inefficiencies and measure the impact of change.
• Strong stakeholder management and influencing skills, with the confidence to constructively challenge existing ways of working.