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Transfer Agency Associate

Fortis Recruitment ยท Dublin, County Dublin, Ireland

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A leading global alternative investment specialist is hiring a Transfer Agency Associate to join its Shareholder Services team in Dublin on a 12-month fixed-term contract.This is a hands-on, client-facing role with real ownership over the onboarding process for institutional and private equity investors - working closely with internal teams across multiple international offices from day one.WHY THIS ROLE STANDS OUT ๐ŸŸฃ Join the Shareholder Services team at a global alternatives manager ๐Ÿ”ต Direct exposure to a diverse, sophisticated client base - institutional investors, pension funds, HNWIs and family offices ๐ŸŸฃ Full induction plus compulsory AML/KYC and ongoing role-specific training provided in-house ๐Ÿ”ต Work across a private equity platform representing over EUR 37bn in AUM ๐ŸŸฃ Genuine end-to-end involvement in the client lifecycle, from initial set-up to ongoing servicingTHE ROLE ๐ŸŸฃ Act as primary contact for investors, building relationships to support key interactions ๐Ÿ”ต Manage client onboarding and perform quality checks throughout the process ๐ŸŸฃ Review FATCA/CRS documentation and ensure adherence to policies and procedures ๐Ÿ”ต Own relationship management with clients, General Partners and internal/external stakeholders ๐ŸŸฃ Pre-empt and resolve service issues end-to-end, ensuring timely client communication ๐Ÿ”ต Coordinate with business partners across multiple international offices to hit internal KPIsCANDIDATE PROFILE ๐ŸŸฃ Bachelor's degree completed ๐Ÿ”ต Previous experience in Transfer Agency or Investor Services within the funds industry ๐ŸŸฃ AML experience beneficial but not essential ๐Ÿ”ต Strong analytical, organisational and multitasking skills ๐ŸŸฃ Excellent written and verbal communicator with sharp attention to detail ๐Ÿ”ต Solutions-focused mindset, able to handle increasingly complex issues