Senior Transfer Agency Associate (Supervisor)

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

Job summary

LGT Fund Managers (Ireland) Ltd. in Dublin seeks a Shareholder Services professional to manage investor onboarding and ongoing checks.

You will liaise with institutional clients, pension funds and high net worth individuals, ensuring adherence to AML/KYC processes and timely communications. The role emphasizes cross‑functional collaboration, strong organizational skills, and attention to detail as the team grows.

Qualifications

• Bachelor’s degree required
• Minimum 2.2 honours degree
• AML experience beneficial
• Strong analytical and organizational skills
• Excellent written and verbal communication skills
• Experience reviewing FATCA/CRS documentation preferred

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, partners and stakeholders
• Coordinate with internal teams across multiple offices
• Meet internal KPIs and timely task delivery

Skills

AML experience

FATCA CRS knowledge

Analytical skills

Organizational skills

Communication skills

Microsoft Office

Transfer Agency Investor Services

Education

Bachelor's degree

2.2 honours degree

Additional relevant education

Tools

Microsoft Office

Job description

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 onboarding 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 onboarding 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

Contact Information

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

LGT Capital Partners is a leading global specialist in alternative investing with over USD 110 billion in assets under management and more than 700 institutional clients in 50 countries. An international team of over 900 professionals is responsible for managing a wide range of investment programs focusing on private markets, multi‑alternatives and diversifying strategies, as well as sustainable and impact strategies. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in San Francisco, New York, Dublin, London, Paris, The Hague, Luxembourg, Frankfurt am Main, Vaduz, Dubai, Beijing, Hong Kong, Tokyo, Singapore and Sydney.