A global leader in fund services is continuing its significant investment into its Depositary platform in Dublin. As part of this growth, the business is expanding its specialist Investment & Borrowing Oversight function, with a key hire at Vice President level.
This is a senior leadership role within a highly technical team, suited to professionals with deep, hands‑on experience across investment and borrowing restrictions within a Depositary or Trustee environment. The successful individual will combine strong technical judgement with the ability to lead, develop and scale a high‑performing team.
The role requires someone who can confidently assess complex exposures, challenge delegate outputs, and take ownership of breach oversight and regulatory interpretation across UCITS and AIF structures, not simply process outputs.
Key Responsibilities:
Oversight and accountability for investment and borrowing restrictions across UCITS and/or AIF structures.
Leadership of a team responsible for investment compliance and borrowing oversight, including performance management, coaching and development.
Acting as a senior escalation point for complex breaches, including ownership of root-cause analysis, remediation plans and regulatory reporting where required.
Assessment and challenge of counterparty exposure, issuer exposure, concentration limits and leverage across complex portfolios.
Oversight and challenge of delegate outputs relating to:
Investment compliance monitoring
Borrowing and leverage limits
Counterparty and connected party exposure
Interpretation of complex portfolio structures, including derivatives and structured products.
Senior stakeholder engagement with investment managers, administrators, auditors and internal governance forums.
Driving enhancements to oversight frameworks, control environments and operating models.
Contributing to strategic direction of the Depositary function, including scaling processes, improving efficiency and strengthening risk frameworks.
Required Experience & Skills:
Extensive Depositary or Trustee experience with a strong focus on investment and borrowing oversight.
Proven people management experience, including leading teams, developing talent and managing performance in a regulated environment.
Deep understanding of:
UCITS investment and borrowing rules
Counterparty and issuer exposure
Leverage, derivatives and complex instruments
Strong experience in breach assessment, escalation frameworks and regulatory interpretation.
Excellent technical judgement, with the confidence to challenge stakeholders and delegate outputs.
Experience with investment compliance and monitoring systems such as:
MIG
Strong communication skills, with the ability to operate effectively at senior stakeholder and governance level.
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