Senior Transfer Agency Associate (Supervisor)

LGT Capital Partners; Dublin; On-site; EUR 45,000 - 65,000; Full time

Job summary

LGT Capital Partners Ireland Ltd. is expanding its Shareholder Services team to strengthen investor onboarding for private equity funds with substantial AUM.

You will manage onboarding processes, perform quality checks, review FATCA/CRS documentation, and communicate with clients and internal stakeholders to ensure timely, compliant service delivery. The role emphasizes relationship management, cross-office coordination, and adherence to AML/KYC training, with opportunities for progression in a

Qualifications

• Completed bachelor’s degree required.
• Minimum 2.2 honours degree.
• AML experience an advantage.
• FATCA/CRS documentation experience preferred.
• Strong analytical and organizational skills.
• Excellent written and verbal communication.

Responsibilities

• Be the primary contact for investors building relationships to support key interactions.
• Assist with the onboarding of clients and performing quality checks.
• Review FATCA/CRS documentation.
• Ensure that policies and procedures are adhered to daily.
• Coordinate with internal business partners across multiple offices internationally.

Skills

Relationship management

Attention to detail

Communication skills

Time management

Analytical skills

Education

Bachelor's degree

Tools

Microsoft Office

CRM systems

Job description

Job DescriptionNOTE: APPLICANTS MUST BE AUTHORISED TO LIVE AND WORK IN IRELAND FOR THE DURATION OF THE CONTRACT TERMThe Company is looking to add to the highly motivated Shareholder Services team, responsible for the on-boarding of new clients to mainly private equity funds with total AUM of over EUR 37 billion. The candidate will be involved in every aspect of the client on-boarding process from initial system set up to ongoing checks. The candidate will deal with a diverse client base including institutional clients, pension funds, high net worth individuals and family offices. Key to this role will be the ability to manage and prioritise multiple processes within tight deadlines as well as strong communication, interpersonal and organizational skills and attention to detail.Induction training will be provided in addition to both compulsory training (AML/KYC) and optional training. Additional role-specific training will be provided in-house by peers, line manager and senior management.This is a role within a growing team with strong opportunities for progression. The successful candidate can expect to be seen as a key member of the team, involved in all matters. Internal processes and procedures are continuously evolving, and the successful candidate would have the opportunity to contribute to this growth.Job specification:Be the primary contact for investors building relationships to support key interactionsAssist with the onboarding of clients and performing quality checksReviewing FATCA/CRS documentationEnsure that policies and procedures are adhered to dailyRelationship management with clients, General Partner, internal and external stakeholdersPre-empt (where possible) and manage/resolve service issues end to end and ensure timely communication to the clientCoordinate with internal business partners across multiple offices internationallyEnsuring all tasks are completed within the team in a timely manner to assist with internal KPIsRequirementsCompleted bachelor’s degree requiredMinimum 2.2 honours degreeAdditional relevant education in the area is a benefitHighly motivated with an innovative mind-setAML experience an advantage, but not essentialProven experience in assessing and reviewing FATCA/CRS documentation is preferredStrong analytical and organizational skillsExcellent written and verbal communication skills as well as attention to detailAbility to deliver solutions to issues, including more complex issues as agreed with line managementGeneral knowledge of Microsoft Office applicationsPrevious experience in Transfer Agency/ Investor Services in the Funds industry is an advantageContact InformationIf you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.For further information please contact us.AJ BontoyanHuman ResourcesLGT Fund Managers (Ireland) Ltd.Contact:[phone]