Investor Services Lead: Alternatives & Transfer Agency

seic; Ireland; On-site; EUR 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare for you and dependents

Pension Scheme

Tax Saver Travel Benefits

Bike to Work

On-site Gym

Staff Training and Development

Job summary

SEI Investments seeks an experienced Investor Services Manager to lead the Investor Services Client Operations team in Dublin. You will ensure smooth investor account openings, timely information requests, and accurate investor reporting, while coaching staff and driving process improvements across the function.

Ideal candidates have 8+ years in transfer agency, strong knowledge of alternative structures, capital calls, distributions and waterfall calculations, plus AML compliance.

Qualifications

• At least 8 years' experience in a transfer agency role with at least 3 years in alternatives.
• Experience working on alternatives platforms, ideally Investran and/or NTAS.
• Strong knowledge of capital call, sub-classes, distributions and waterfall calculations.

Responsibilities

• Lead and support the Investor Services team within Investor Services Client Operations.
• Ensure smooth investor account openings and timely information requests.
• Maintain high-quality investor reporting and correspondence.
• Oversee payments to investors for accuracy and timeliness.
• Review LPAs and pre-launch OM to identify potential issues.
• Partner with senior management on strategic decisions and operational improvements.
• Coach, mentor and develop staff, organize workflows and drive efficiency.

Skills

Transfer agency

Team management

AML knowledge

Client relations

Strategic planning

Investran

NTAS

Education

Bachelor's degree in finance or related field

Tools

Investran

NTAS

Excel

Job description

SEI Investments seeks an experienced Investor Services Manager to lead the Investor Services Client Operations team in Dublin. You will ensure smooth investor account openings, timely information requests, and accurate investor reporting, while coaching staff and driving process improvements across the function.

Ideal candidates have 8+ years in transfer agency, strong knowledge of alternative structures, capital calls, distributions and waterfall calculations, plus AML compliance.