Fund Investor Onboarding Lead

Le Meas Executive Search; Dublin; On-site; EUR 52,000 - 68,000; Full time

Job summary

Le Meas Executive Search is hiring for a Shareholder Services on-boarding role in Dublin. You will manage investor relationships, lead client onboarding, and perform quality checks while ensuring compliance with AML/KYC and internal procedures.

The role involves reviewing FATCA/CRS documentation, coordinating with global offices, and driving timely communications to stakeholders. A bachelor’s degree and strong communication are essential.

Qualifications

• Bachelor’s degree completed.
• AML experience is advantageous but not essential.
• Strong analytical and organizational skills.
• Excellent written and verbal communication.
• Attention to detail is essential.
• FATCA/CRS documentation review experience is preferred.
• Experience in Transfer Agency/Investor Services is advantageous.
• Proven ability to deliver solutions to issues with line management.

Responsibilities

• Be the primary contact for investors, building relationships to support key interactions.
• Assist with onboarding of clients and perform quality checks.
• Review FATCA/CRS documentation.
• Ensure policies and procedures are adhered to daily.
• Relationship management with clients, General Partner, and internal/external stakeholders.
• Pre-empt and resolve service issues end to end with timely communication.
• Coordinate with internal business partners across multiple offices internationally.
• Ensure all tasks are completed within the team to meet internal KPIs.

Skills

Attention to detail

Interpersonal skills

Analytical skills

Organizational skills

Communication skills

Time management

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Le Meas Executive Search is hiring for a Shareholder Services on-boarding role in Dublin. You will manage investor relationships, lead client onboarding, and perform quality checks while ensuring compliance with AML/KYC and internal procedures.

The role involves reviewing FATCA/CRS documentation, coordinating with global offices, and driving timely communications to stakeholders. A bachelor’s degree and strong communication are essential.