Transfer Agency Associate (12 month fixed term contract role)

lgtcp; Dublin; On-site; EUR 40,000 - 56,000; Full time

Job summary

LGT Fund Managers (Ireland) Limited is seeking a Transfer Agency Associate to join the Shareholder Services team in Dublin. The role involves onboarding new investors, performing regulatory checks, and ensuring high standards of service throughout the investor lifecycle.

The successful candidate will have an undergraduate degree and experience in Transfer Agency or Investor Services, with strong analytical and communication skills.

Qualifications

• Undergraduate degree required with 2.2 Honours or equivalent.
• Experience in Transfer Agency or Investor Services within the funds industry preferred.
• Professional qualifications or further education in a related discipline is advantageous.
• Must be self-motivated with proactive and innovative work approach.
• Knowledge of AML processes is desirable.
• Strong analytical and problem-solving abilities with high accuracy.

Responsibilities

• Be the primary contact for investors and maintain strong client relationships.
• Assist onboarding of new investors and ensure documentation aligns with regulatory requirements.
• Review FATCA/CRS documentation and perform due diligence checks.
• Conduct quality control reviews of investor records for accuracy and completeness.
• Adhere to internal policies and regulatory obligations daily.
• Collaborate with colleagues across international offices to meet team goals.

Skills

Analytical skills

Problem-solving

Organisational skills

Communication skills

Attention to detail

Education

Undergraduate degree (2.2 Honours)

Professional qualifications (advantageous)

Tools

Microsoft Office (Excel, Word, PowerPoint)

Job description

Job Description

About LGT Fund Managers (Ireland) Limited

LGT Fund Managers (Ireland) Limited provides fund administration services primarily to private equity funds and employs over 70 professionals in Dublin. We are currently seeking a Transfer Agency Associate to join our Shareholder Services team.

The Shareholder Services team plays a key role in delivering an exceptional investor experience, managing the onboarding of new investors and maintaining high standards of client service throughout the investor lifecycle. The successful candidate will gain exposure to all aspects of the onboarding process, from initial account set-up and documentation review through to ongoing due diligence and regulatory checks. This role involves working with a diverse range of investors, including institutional clients, pension funds, family offices, and high-net-worth individuals. Success in the position requires strong organizational skills, attention to detail, excellent communication abilities, and the capacity to manage multiple priorities within a fast-paced environment.

Key Responsibilities

• Serve as a primary point of contact for investors, building and maintaining strong client relationships.
• Support the onboarding of new investors, ensuring all documentation is completed accurately and in accordance with regulatory requirements.
• Review FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) documentation and perform related due diligence checks.
• Conduct quality control reviews to ensure investor records are accurate and complete.
• Ensure adherence to internal policies, procedures, and regulatory obligations on a daily basis.
• Build and maintain effective relationships with investors, General Partners, and internal and external stakeholders.
• Proactively identify, manage, and resolve client service issues, ensuring timely communication and a high standard of service delivery.
• Collaborate closely with colleagues and business partners across multiple international offices.
• Support the achievement of team objectives and key performance indicators by ensuring tasks are completed accurately and within agreed timelines.
• Contribute to process improvements and initiatives that enhance operational efficiency and client experience.

NOTE: applicants must be eligible to work in Ireland. If on work permit, this must be valid for the duration of the contract term.

Requirements

• Undergraduate degree required (minimum 2.2 Honours or equivalent).
• Previous experience in Transfer Agency or Investor Services within the funds industry.
• Relevant professional qualifications or further education in a related discipline would be advantageous.
• Self-motivated individual with a proactive and innovative approach to work.
• Knowledge of Anti-Money Laundering (AML) processes is desirable.
• Strong analytical, problem-solving, and organisational skills.
• Excellent written and verbal communication skills, with a high level of accuracy and attention to detail.
• Ability to identify, investigate, and resolve issues, including more complex matters, with appropriate guidance and escalation where required.
• Proficient in Microsoft Office applications, particularly Excel, Word, and PowerPoint.

Contact Information

AJ Bontoyan Human Resources

LGT Fund Managers (Ireland) Ltd. Contact:

[phone]