Trustee and Depositary - EMEA Senior Specialist
Assists management in maintaining a comprehensive monitoring program and conducting a wide range of administrative and monitoring activities across both Custodians and Fund Managers (including their delegates).
Leads team members in resolving complex operational and technical issues with regards to the Depositary oversight program.
Ensures that proper policies, procedures and best practices are followed in the completion of
This includes planning and prioritizing the workload of the team ensuring there is coverage for all investment funds, taking staff holiday leave into consideration.
Ensures all high risk and complex administrative tasks, requiring a depth of experience, are handled correctly and efficiently.
Uses in depth knowledge to deal with difficult transactions, investigations and client issues verbally and in writing.
Drives forward operational efficiencies and streamline Unit Trust / OEIC administrative processes to increase cost savings and to increase quality and quantity of output.
Identifies and implements operational efficiencies with focus on client added value benefits, cost saving and improved control of risk.
Arranges for and reviews new investment schemes for issues, particularly of an operational nature.
Arranges for and reviews operational set up of new clients.
Plans, manages and develops team members, by formatting training and development plans, using coaching skills where necessary.
No direct reports; provides guidance to less experienced team members as needed. May assign work to more junior team members.
Contributes to the achievement of team objectives
While this role will be based in Ireland (Dublin / Cork / Wexford), the remit of this role is cross jurisdictional across EMEA
Bachelors degree or the equivalent combination of education and experience is required. 7-10 years of total work experience is preferred.
Prior Trustee experience preferred. Experience in Investment funds is preferred