Consultant, Private Equity - Transfer Agency

ACCA Careers; Limerick; On-site; EUR 65,000 - 90,000; Full time

Job summary

Northern Trust in Limerick is recruiting a Consultant for the Private Equity Transfer Agency team. You will review team work, monitor workloads and ensure SLAs are met while providing leadership to maintain an excellent working environment.

The role emphasizes delivering high-quality client service, accurate reporting, and ongoing process improvements, with a focus on risk awareness and regulatory deadlines.

Qualifications

• Relevant work experience in a similar role within Private Equity is preferred.
• Operational experience in a Private Equity setting is desirable.
• Demonstrates leadership and team-building qualities.

Responsibilities

• Assist in managing an expanding Private Equity Transfer Agency team in Limerick.
• Deliver high quality service to clients with accurate, timely task completion.
• Organise workload and team members efficiently; meet client reporting deadlines.
• Ensure Calls/Distributions and Investor Reporting are completed accurately and on time.
• Lead training and coaching; monitor risk and promote a productive work environment.
• Communicate effectively with clients, investors and auditors.

Skills

Relevant experience

Private equity ops

Team leadership

Attention to detail

MS Excel

Sungard Investran (knowledge)

Client service orientation

Regulatory awareness

Tools

Sungard Investran

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Role

We are currently recruiting for a Consultant within our growing Private Equity Transfer Agency department. This is a pivotal role within the overall division. The 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 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

• Relevant work 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

Work Authorization

Applicants must have the right to work in Ireland at the time of application and for the duration of employment. Please note that Northern Trust is unable to provide employment permit sponsorship for this role. This includes Critical Skills Employment Permits, General Employment Permits, Intra-Company Transfer Employment Permits, Stamp 1G permissions, and other employment permits under Irish immigration frameworks.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.