Transfer Agency Associate
Fortis Recruitment ยท Dublin, County Dublin, Ireland
Apply & track with Apply EdgeA 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 ๐ฃ Join the Shareholder Services team at a global alternatives manager ๐ต Direct exposure to a diverse, sophisticated client base - institutional investors, pension funds, HNWIs and family offices ๐ฃ Full induction plus compulsory AML/KYC and ongoing role-specific training provided in-house ๐ต Work across a private equity platform representing over EUR 37bn in AUM ๐ฃ Genuine end-to-end involvement in the client lifecycle, from initial set-up to ongoing servicingTHE ROLE ๐ฃ Act as primary contact for investors, building relationships to support key interactions ๐ต Manage client onboarding and perform quality checks throughout the process ๐ฃ Review FATCA/CRS documentation and ensure adherence to policies and procedures ๐ต Own relationship management with clients, General Partners and internal/external stakeholders ๐ฃ Pre-empt and resolve service issues end-to-end, ensuring timely client communication ๐ต Coordinate with business partners across multiple international offices to hit internal KPIsCANDIDATE PROFILE ๐ฃ Bachelor's degree completed ๐ต Previous experience in Transfer Agency or Investor Services within the funds industry ๐ฃ AML experience beneficial but not essential ๐ต Strong analytical, organisational and multitasking skills ๐ฃ Excellent written and verbal communicator with sharp attention to detail ๐ต Solutions-focused mindset, able to handle increasingly complex issues