Transfer Agency Consultant (N Location: Dublin Hybrid: 3 days in the office 6 months Reporting to the Manager of the Transfer Agency you will be responsible for the on-boarding of new clients, funds, transitions, mergers, fund restructures, operational changes and / or share classes into Transfer Agency in a timely and accurate manner. Ensure that all Transfer Agency, and related departments, and locations are fully engaged and understand the workings of the funds/clients/classes prior to go live date. Principal Responsibilities Deliver new business to Transfer Agency in a controlled and efficient manner through use of robust procedures and processes. Manage several projects end-to-end, from gathering requirements through to sign off. Review documentation such as prospectus, supplements, application forms, SLD's, Circulars, etc. and provide relevant and proactive feedback by the required deadline to clients. Ensure all required developments, enhancements and/ or set ups are completed on a timely basis. Ensure clients are being offered and understand standard Transfer Agency services and that anything requested outside of this is addressed appropriately. Ensure prospectus information and any agreed procedures are correctly translated into the operating systems, always checking with relevant SMEs and managers whether a given task can or should be supported. Attend internal and external client meetings to provide input and assistance in ensuring completion of the Transfer Agency on-boarding process. Act in partnership with Clients giving them focused attention as a first point of contact from Transfer Agency and ensuring their requirements are understood by the operational teams prior to launch. Maintain a good understanding of the Transfer Agency systems and participate in knowledge shares around existing and new functionality. Maintain a close working relationship with all areas and locations of Transfer Agency, Fund Accounting, Sales, Business Analysts, Project Managers and Client Services. Provide input to process changes which would result in greater operational efficiency. Identify, document and disseminate new procedures and controls. Able to facilitate discussions and reach decisions. Able to serve as a key subject matter expert on the Transfer Agency product offering Internal Key Stakeholders Relationship Managers Internal Clients All Transfer Agency Operational Teams External Key stakeholders External Clients External Advisors Qualifications / Skills / Experience Knowledge and experience within the transfer agency business specifically with Transfer Agency operational experience being a large contributor. Familiar with industry trends, trading practices and product offerings. Experience in reviews of Legal and Regulatory documents (as they pertain to Transfer Agency), in particular Prospectus and Application Forms Can work methodically and on own initiative within a large team with minimal supervision. Client focus gained in a financial service company. Transfer Agency Industry and Regulatory knowledge essential Accuracy and attention to detail are critical. Strong organizational and time management skills Excellent oral and written communication skills are required. Possess excellent interpersonal., client facing, leadership and communication skills. Be proactive, with a focused attitude towards work and ability to consistently meet deadlines whilst ensuring a high focus on accuracy. Take initiative and display enthusiasm with an ability to set and achieve challenging goals. Ability to multi-task and work calmly under pressure. Experience in understanding and evaluating Investor Based Performance fees is desirable. Experience in Project management Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly. Pontoon is an employment consultancy and operates as an equal opportunitys employer. Skills: Transfer Agency Funds Project Management
