Consultant, Private Equity Transfer Agency

Northern Trust; Ireland; On-site; EUR 75,000 - 95,000; Full time

Job summary

A financial services company in Ireland is seeking a Senior Consultant to lead the Private Equity Transfer Agency team. Responsibilities include managing workloads, ensuring compliance with service agreements, and providing client support. Strong analytical skills and Private Equity experience are essential, along with proficiency in Sungard Investran. The role promotes a productive work environment and includes training duties. This position offers opportunities to develop strategic plans and enhance client service quality.

Qualifications

• Operational experience in a similar role preferred.
• Working knowledge of Sungard Investran would be an advantage.
• Demonstrates willingness to support with daily BAU where necessary.

Responsibilities

• Assist in managing the Private Equity Transfer Agency team.
• Deliver high quality service to clients by timely task completion.
• Organise workload and perform effectively.

Skills

Operational experience in a similar role within Private Equity

Client service orientation

Excellent attention to detail

Strong problem solving skills

Strong prioritisation and multi-tasking skills

Excellent PC skills (MS Excel, Word, PowerPoint)

Ability to communicate clearly

Demonstrates leadership and team-building qualities

Tools

Sungard Investran

Job description

Role

We are currently recruiting for a Senior Consultant within our growing Private Equity Transfer Agency department. This is a pivotal role within the overall division. The Senior Consultant has responsibility for reviewing the work of a team and is also tasked with monitoring workloads, and ensuring adherence to Service Level Agreements. The Senior Consultant is also responsible for providing leadership for the team and ensuring an excellent working environment at all times.

Principal Responsibilities

• Assist in managing an ever expanding Private Equity Transfer Agency team within our Limerick operation.
• Deliver high quality service to clients – both internal and external - by accurate, timely completion of all assigned tasks and requests for information
• Organise workload and Team members in an efficient and effective manner
• Ensure Calls / Distributions and Investor Reporting are completed in an accurate and timely manner
• Look to meet and improve the preparation of client reporting
• Seek to learn quickly and strive to continually improve service offered.
• Create and maintain a respectful and productive work environment
• Deliver training /coaching effectively.
• Understand risk in own team, help others to understand this and to recognise that risk is everyone’s responsibility.
• Active liaison with clients and external auditors, dealing with audit queries.
• Ensuring agreed client service levels and regulatory filing deadlines are met.
• Addressing partner issues and development of indirect reports on the team, providing objective and regular feedback to staff.
• Assist the Department in the annual targets of the business including the development of the offshore team and the automation of the Private Equity’s platform Investran.
• Has responsibility for assisting with the development and execution of the department’s strategic plans, goals and priorities.
• Responsible for the delivery of high quality service to each of the clients assigned to their team.
• Communicates effectively with clients, investors and associated parties on fund activities.
• Keeps abreast of current activities in the Private Equity market as well as industry and regulatory developments.

Skills / Experience

• Operational experience in a similar role within Private Equity preferred
• Working knowledge of Sungard Investran would be a distinct advantage
• Client service orientation
• Ability to develop a team
• Excellent attention to detail and numerically competent
• Demonstrates willingness to support with daily BAU where necessary to support the team and to help others outside team
• Strong prioritisation and multi-tasking skills
• Strong problem solving skills
• Organises own workload and establishes priorities
• Demonstrates good knowledge of standards and procedures required for own tasks
• Excellent PC skills especially MS Excel, Word, PowerPoint, etc.
• Ability to participate in systems development projects.
• A track record in optimising system use and automating processes where possible
• Demonstrate leadership and team-building qualities and ability to motivate a others around them
• Ability to communicate clearly and concisely

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail].