IFDS Transfer Agency - Oversight Senior Associate (072)
State Street Corporation
26d ago
  • Ensure that the IFDSI Oversight Model is appropriate for the business and meets the requirements of the Investment Firms regulations and the IFDSI outsourcing policy
  • Drive the implementation of the various Oversight Model components for all operational activities outsourced by IFDSI to outsourcing service providers
  • Ensure all operational Service Level Agreements, oversight procedures and roles & responsibilities are reviewed annually or earlier if a material change to operational activities occurs
  • Establish and maintain governance arrangements with the outsourcing service providers, ensuring any escalated issues are resolved quickly and effectively within agreed timescales
  • Act as a point of escalation for oversight matters and manage issues to resolution, in line with the internal escalation protocols
  • Responsible for the setting and achievement of specific department performance objectives
  • Attend and contribute to operational, client, risk, audit and regulatory meetings as required, and actively contribute to TA-
  • wide initiatives and focus groups


    A minimum of 3 years’ experience within a financial services or banking environment

    Broad understanding of the funds industry, e.g. transfer agency, fund accounting, custody etc.


    Experience in vendor management or management of outsourcing service providers

    Good understanding of the Central Bank of Ireland Investment Firms regulations and oversight requirements

    Experience in reviewing processes, assessing risks and defining controls

    Experience of completing due diligence, audit reports or monitoring & testing reviews


    Excellent administrative, organisational and business support skills, with the ability to multi-task and to work calmly under pressure

    Effective written and verbal communication skills

    Good attention to detail while appreciating the bigger picture

    A confident individual and self-starter, able to work independently in a specialist role and as part of a team

    Enthusiastic with a positive can do attitude


    Third level / university degree in a relevant discipline

    In the absence of a third level degree, candidates will be considered provided they can clearly demonstrate a strong suitability for the role based on experience and the other requirements set out in the job description

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