OverviewEMPLOYMENT TYPE: PermanentDEPARTMENT: Fund ServicesDIVISION: Institutional Client ServicesWORKPLACE STRUCTURE: HybridThe successful candidate will lead the Transfer Agency business line across all alternative asset classes, coordinating the Transfer Agency client service, taking responsibility for assigned deadline management and the overall quality of deliverables to support the business. They will assist in driving the business forward whilst supporting new business opportunities in conjunction with the business development team and local senior management. They will participate in local and global initiatives around optimization, efficiency and automation, covering Transfer Agency and associated services where experience may lend itself. They will work collaboratively and pro-actively with other members of the senior management team to implement processes, enforce policies and procedures and abide by the Central Bank of Ireland’s fitness and probity regime as it applies to the role.This role is a Pre-Approval Controlled Function (PCF 33) and any successful candidate will have to be approved by the Central Bank of Ireland and will be subject to its Fitness and Probity regime.Main Responsibilities And DutiesResponsible for the delivery of a high quality, premiere Transfer Agency service to our client base, with a strong focus on attention to detail and ensuring deliverables and deadlines are met.Determine appropriate processes and procedures, enhance and improve same continuously to mitigate risk and improve the client experience.Actively lead and execute the process and application of improvements required for client service delivery and support an on-going program of continuous improvement, identifying and escalating opportunities and implementing changes.Promote communication between colleagues, ensure an open, transparent and collegiate culture is built.Manage and develop team members, develop succession plans, set appropriate goals and objectives for staff.Regularly review staff progress against goals and objectives and all core competencies.Lead new client onboarding together with the Head of Fund Accounting, act as a primary point of contact for Transfer Agency.Oversee and ensure the application of AML checks (Client / Investor) and Investors eligibility checks against applicable regulation and funds guidelines.Proven ability towards on-boarding investors in accordance with Ireland’s anti-money laundering and counter-terrorism legislation.Pro-actively help manage key client relationships in conjunction with any appointed relationship manager.Act as a point of escalation for client and investor issues and lead the resolution.Actively support the business development process, meet with prospective clients.Proactively develop strong working relationships with the broader JTC executive team members and colleagues in the same business line in other jurisdictions and support global initiatives and projects where impacted.Proactively develop and maintain strong and effective working relationships with colleagues across various functions and business lines such as, Legal, Compliance, Internal Audit, Finance, HR, AIFM, Depositary etc. Develop strong working relationships with the board of directors of JTC Fund Solutions (Ireland) Limited and any client boards, participate in and present at board meetings as necessary.Promote adherence and compliance with applicable laws, service standards, company policies and procedures, agreed operational, and control processes.Build and maintain strong relationships with local influencers, industry colleagues, audit firms and consultants.Attend and present at client board meetings, company board meetings and business development opportunities.Essential RequirementsDemonstrable, hands-on process and systems experience and knowledge relating to the Transfer Agency function.Significant product knowledge of Alternative Funds and Closed ended fund products e.g. Private Equity / Real Assets Fund structures.Strong knowledge of AML regulations and requirements is essential.Good knowledge of FATCA/CRS services.Extensive funds industry experience directly working in fund operations/administration.Experience of working in a Senior Leadership role.Excellent customer service skills, strong client focus gained in a regulated financial services company.Excellent planning and organisation skills.Previously approved in a PCF role or currently in a CF role (or other regulators equivalent) will be an advantage.An ability to understand and assess areas of risk within an organization and a track record of implementing new processes to manage risk.Experience with Investran will be advantageous.A dynamic leader with a track record of developing and training staff, with proven people management skills.Flexible approach to work.Ability to review and resolve complex issues.Our Commitment to Inclusion & WellbeingJTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.
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