Senior Transfer Agency Associate (Supervisor)

LGT Fund Managers (Ireland); Dublin; On-site; EUR 42,000 - 62,000; Full time

Job summary

LGT Fund Managers (Ireland) Ltd. seeks a proactive Shareholder Services professional to lead investor onboarding for private equity funds, perform quality checks, and review FATCA/CRS documentation.

You will manage relationships with institutional clients, pension funds, and high net worth individuals, while ensuring timely, accurate processing and strong cross-border collaboration. Induction and mandatory AML/KYC training will be provided, with opportunities for progression within a growing

Qualifications

• Completed bachelor's degree is required.
• Minimum 2.2 honours degree.
• Additional relevant education in the area is a benefit.
• Highly motivated with an innovative mindset.
• AML experience is an advantage, but not essential.
• Experience reviewing FATCA/CRS documentation is preferred.
• Strong analytical and organizational skills with attention to detail.
• Excellent written and verbal communication skills.

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.
• Relationship management with clients, General Partner, internal and external stakeholders.
• Pro-actively manage service issues end to end and communicate timely updates to clients.
• Coordinate with internal business partners across multiple offices internationally.
• Ensure all tasks are completed within the team to assist with internal KPIs.

Skills

Analytical skills

Organizational skills

Communication skills

Attention to detail

Problem solving

Education

Bachelor's degree

2.2 honours degree

Additional relevant education

Tools

Microsoft Office

Job description

NOTE: APPLICANTS MUST BE AUTHORISED TO LIVE AND WORK IN IRELAND FOR THE DURATION OF THE CONTRACT TERM

The 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 interactions
• Assist with the onboarding of clients and performing quality checks
• Reviewing FATCA/CRS documentation
• Ensure that policies and procedures are adhered to daily
• Relationship management with clients, General Partner, internal and external stakeholders
• Pre-empt (where possible) and manage/resolve service issues end to end and ensure timely communication to the client
• Coordinate with internal business partners across multiple offices internationally
• Ensuring all tasks are completed within the team in a timely manner to assist with internal KPIs

Requirements

• Completed bachelor's degree required
• Minimum 2.2 honours degree
• Additional relevant education in the area is a benefit
• Highly motivated with an innovative mind-set
• AML experience an advantage, but not essential
• Proven experience in assessing and reviewing FATCA/CRS documentation is preferred
• Strong analytical and organizational skills
• Excellent written and verbal communication skills as well as attention to detail
• Ability to deliver solutions to issues, including more complex issues as agreed with line management
• General knowledge of Microsoft Office applications
• Previous experience in Transfer Agency/ Investor Services in the Funds industry is an advantage

AJ Bontoyan Human Resources
LGT Fund Managers (Ireland) Ltd. Contact:
[phone]