Transfer Agency Associate

Fortis Recruitment; Dublin; On-site; EUR 42,000 - 52,000; Full time

Job summary

Fortis Recruitment is seeking a Transfer Agency Associate to join the Dublin Shareholder Services team on a 12-month fixed-term contract. You will act as the main contact for investors, manage onboarding, and perform quality checks to maintain regulatory and service standards.

You will review FATCA/CRS documentation, manage relationships with clients and internal/external stakeholders, and coordinate with international offices to achieve KPIs.

Qualifications

• Experience in Transfer Agency or Investor Services within funds.
• AML experience is beneficial but not mandatory.
• Strong analytical, organisational and multitasking abilities.
• Excellent written and verbal communication with high attention to detail.

Responsibilities

• Act as primary contact for investors, building relationships to support key interactions.
• Manage client onboarding and perform quality checks throughout the process.
• Review FATCA/CRS documentation and ensure adherence to policies and procedures.
• Own relationship management with clients, General Partners and internal/external stakeholders.
• Pre-empt and resolve service issues end-to-end, ensuring timely client communication.
• Coordinate with business partners across multiple international offices to hit internal KPIs.

Skills

Transfer Agency

Investor Services

AML experience

Analytical skills

Organisational skills

Multitasking

Job description

A leading global alternative investment specialist is hiring a Transfer Agency Associate to join its Shareholder Services team in Dublin on a 12-month fixed-term contract.

This is a hands-on, client-facing role with real ownership over the onboarding process for institutional and private equity investors - working closely with internal teams across multiple international offices from day one.

WHY THIS ROLE STANDS OUT

Join the Shareholder Services team at a global alternatives manager

Direct exposure to a diverse, sophisticated client base - institutional investors, pension funds, HNWIs and family offices

Full induction plus compulsory AML/KYC and ongoing role-specific training provided in-house

Work across a private equity platform representing over EUR 37bn in AUM

Genuine end-to-end involvement in the client lifecycle, from initial set-up to ongoing servicing

THE ROLE

Act as primary contact for investors, building relationships to support key interactions

Manage client onboarding and perform quality checks throughout the process

Review FATCA/CRS documentation and ensure adherence to policies and procedures

Own relationship management with clients, General Partners and internal/external stakeholders

Pre-empt and resolve service issues end-to-end, ensuring timely client communication

Coordinate with business partners across multiple international offices to hit internal KPIs

CANDIDATE PROFILE

Previous experience in Transfer Agency or Investor Services within the funds industry

AML experience beneficial but not essential

Strong analytical, organisational and multitasking skills

Excellent written and verbal communicator with sharp attention to detail

Solutions-focused mindset, able to handle increasingly complex issues