Investor Services Manager

Barden | B Corp

Dublin

Hybrid

EUR 70,000 - 110,000

Full time

5 days ago
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Job summary

Barden | B Corp is partnering with a global consultancy to strengthen its Transfer Agency team in Dublin on a 6-8 month contract, with potential to convert to permanent. The role focuses on end-to-end investor servicing across the full lifecycle and requires hands-on experience with FIS Mantra.

We are seeking senior professionals for Assistant Manager/Senior Manager level who can onboard investors, manage accounts, process subscriptions and reconciliations, and produce investor communications

Qualifications

  • Experienced Transfer Agency/Investor Servicing professional with hands-on experience in FIS Mantra.
  • Strong knowledge of the full investor lifecycle and TA processes.
  • Experience across onboarding, dealing, capital activity and reconciliations.

Responsibilities

  • Deliver end-to-end investor servicing across the full investor lifecycle.
  • Manage investor onboarding, account set-up and shareholder records.
  • Process subscriptions, redemptions, switches and transfers within required cut-off times.
  • Complete cash and unit reconciliations and resolve exceptions.
  • Produce investor statements and reports and manage investor communications.
  • Support investor tax reporting where required.

Skills

Transfer Agency
Investor Servicing
Attention to detail

Tools

FIS Mantra

Job description

**6-8 month contract opportunity** - potential to convert to permanent position

Hybrid - Dublin

Barden is delighted to be supporting a global consultancy as they build additional capacity within their Transfer Agency team ahead of a busy period of new client onboarding and new business.

This is a 6-8 month contract opportunity for experienced Transfer Agency / Investor Servicing professionals with recent, hands-on experience using FIS Mantra. There is also potential for the right individuals to move into a permanent role following the contract.

ABOUT THE ROLE
  • Deliver end-to-end investor servicing across the full investor lifecycle.
  • Manage investor onboarding, account set-up and shareholder records.
  • Process subscriptions, redemptions, switches and transfers within required cut-off times.
  • Complete cash and unit reconciliations and resolve exceptions.
  • Produce investor statements and reports and manage investor communications.
  • Support investor tax reporting where required.
ABOUT THE PERSON
  • Experienced Transfer Agency / Investor Servicing professional, ideally at Assistant Manager / Senior Manager level.
  • Recent, hands-on experience using FIS Mantra (formerly HWM / Deep Pool).
  • Strong knowledge of the full investor lifecycle and Transfer Agency processes.
  • Experience across onboarding, dealing, capital activity and reconciliations.
  • Strong attention to detail with the ability to work accurately in a high-volume environment.
  • Able to hit the ground running with limited ramp-up.
OTHER DETAILS
  • 6-8 month contract, with potential to move into a permanent role.
  • Primarily seeking experienced Assistant Manager / Senior Manager-level professionals, with potential for more junior profiles as part of a blended team.
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