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CareerZone Limited

Senior Investor Relations

CareerZone Limited

  • Kildare / Meath / Dublin
  • 45000 - 55000
  • Permanent full-time
  • Updated 03/01/2018
  • Aiden
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My Client a major Funds Company are recruiting a Senior Investor relations specialist to join their center of excellence.


The role

A varied multi-tasking role, which encompasses client relationship management (to the General Partners and fund managers), reporting to high-net-worth investors, and daily internal/external communication combined with all relevant and associated administration.

Job Duties in Brief:

  • Reviewing the work of Investor Relations administration staff and ensuring the rules and representations of the Funds are adhered to;
  • Proactively managing the team’s daily workflow and ensuring set deadlines are met;
  • Working closely with and supporting the Senior Account Manager in ensuring the smooth running of the team and the ongoing adherence to procedures and processes;
  • Building and maintaining relationship with the client and acting as an escalation point when the Senior Account Manager is unavailable;
  • Manage the communication, ongoing relationship and meeting the expectations of investors, investment managers, tax advisers, auditors and other fund participants, and ensuring that all queries are dealt with in a timely manner;
  • Oversee the period capital call and distribution events, ensuring timelines are adhered to and managing the workflow between the General Partner and internal teams;
  • Review payments for distributions, ensuring they are authorized in accordance with agreed timelines;
  • Oversee capital call receipt monitoring, reconciliation and follow up on open items;
  • Ensure investor requests for information are dealt with efficiently in accordance with the prescribed SLA and that investor expectations are managed;
  • Ensure good working relationships are maintained with other internal teams such as fund accounting, compliance and AML, and company secretarial;
  • Completing monthly and ad hoc reporting upon request and ensuring a high level of accuracy is achieved at all times;
  • Undertaking regular staff reviews and annual appraisals of team members;
  • Participating in the interview process with regard to the recruitment of new staff;
  • Assisting auditors and other fund participants and advisors;
  • Take an active and positive role in regular IR Team meetings, and deputize for the Senior Account Manager in their absence;
  • Propose and develop department-wide operational improvements in consultation with the senior account manager;
  • Perform other administrative support and/or project related tasks as required. 

About You:

  • Degree qualified (preferably in a discipline relevant to Financial Services)
  • 5+ years’ experience within a fund and/or investor relations (transfer agency) type environment, at least 3 years of which spent in a senior administrator/supervisory role.
  • A proven interest in the financial markets and experience of the Private Equity industry
  • Proficient in Microsoft Office applications

What We Offer:

  • A challenging and rewarding role in an award-winning global business.
  • Opportunities for personal and professional career development.
  • Great working environment, competitive salary and benefits, and opportunities for educational support.
  • Be part of an industry leading global team, renowned for excellence.

Ref: SIR32C1C
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CareerZone Limited

CareerZone Limited


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