EPIC Investment Partners
About Us
EPIC Investment Partners ("EPIC") is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.
EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we do. We understand the commercial drivers of success and how to support them by allocating capital actively and appropriately. We put our clients first at all times.
Our integrated approach supports corporates, entrepreneurs, and investors by providing access to capital, advice, and administration services across our four divisions:
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Capital
: patient and flexible private capital encompassing early-stage investing, private equity and SPACs. £1300 million assets under management ("AuM").
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Markets
: fund management platform with £250 million AuM across Equities, Fixed Income, Multi Asset and Managed Futures strategies.
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Administration
: full-service outsourced administration platform encompassing Fund Services, Corporate Services and Legal Advertising and Public Notice services. £3 billion assets under administration.
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Advisory
: discrete and independent advice to corporates, families and institutions on large and small transactions ranging from £25 million to £1 billion in value.
We believe in the enduring tradition of providing independent and discrete finance and counsel to businesses and the people who create them.
This is augmented by a future facing mindset embracing technology and innovation to offer our clients an intelligent and dynamic merchant banking model for the twenty-first century.
We are a client-centred, collegiate team for whom intellectual integrity and honest, considered decision making are the guiding principles.
Our Values
Our Values are at the heart of our activities and are designed to give our clients the same experience across all divisions, products, and locations.
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Clients First
: we place clients first and commit to delivering excellent service and outcomes across all our activities. We are calm and focused under pressure, balancing long term outcomes with short term needs and seek to deliver on commitments with a sense of urgency.
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Intellectual Integrity
: intellectual integrity is our true north and forms the nexus of our Values and Investment Principles. Our intellectual integrity means that EPIC is continually searching for the best talent, ideas, and opportunities for our clients. This has allowed EPIC to become a home for people, teams, and organisations who both share and help shape its world view
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Collegiate
: our teams are collegiate, with co-operation and collaboration central to our approach. We seek to foster collaboration across our divisions, to unlocking the opportunities of the interconnections across our broad platform.
Role Profile: Analyst – Fund Investor Services (Cork)
Key Responsibilities-
* Processing subscriptions from investors into funds.
* Processing redemptions and dividends to investors.
* Managing investor switches and transfers in funds.
* Processing instructions from clients, including Anti-Money Laundering (AML) & Client Due Diligence (CDD)
* checks.
* Monitoring of outsourcing arrangements and escalating of issues when appropriate.
* Day to day client reporting and workflow management.
* Maintaining up to date procedures and checklists.
* Manage client relationships and investor queries in a timely manner.
* Involved in group project work.
Skills and Experience-
* Previous Financial Services experience would be beneficial.
* A flexible approach to work and being capable of handling multiple priorities in a fast-paced environment.
* Strong PC Skills – thorough knowledge of MS Word & Excel and ability to learn systems used within the Business (Essential).
* Effective verbal reasoning, written communication and numeric skills (Essential).
* Excellent planning and organisation skills.
* High degree of professionalism.
* Drive and enthusiasm.
* Ability to work on own initiative and as part of a Team
Knowledge and Qualifications-
* Relevant college/University qualifications would be highly desirable.
* Fund Administration experience would be of benefit (Transfer Agency/ Investor Services experience, in particular).
* Knowledge and interest in funds, financial services and fund accounting desirable
* This is a work from office role based in Cork office/