Senior Associate - Relationship Management

Stirling Andersen

My client, a leader in the fund industry, is recruiting a role for a Senior Associate - Relationship Management

  • Dublin Based
  • €50,000
  • Minimum 4 years experience
Senior Associate – Relationship Management
  • Manage client relationships and ongoing governance of funds dealing with internal Conducting Officers and supporting teams, 
  • Responsible for being the lead contact person with Fund Boards, Investment Managers and across the different service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors;
  • Management of relevant relationships to ensure they remain operationally efficient and financially profitable.
  • Manage ongoing interaction with internal teams, designated persons and extended parties to manage ongoing deliverables, ad hoc matters and project related items;
  • Ensure that current regulations are up to date, specifically AIFMD, UCITS and MiFID;
  • Ensure all teams are onboard with the changing environment;
  • Communicate all relationship and governance items to Conducting officers and internal management, and internal teams and work towards resolutions & log for training purposes to avoid duplication of issues;
  • Operational and relationship responsibility for a group of current clients in line with all fund documentation including prospectus, legal agreements and in line with company procedures, with the support of Conducting Officers, Risk Management, Compliance and Operational Risk, to ensure client satisfaction and compliance with regulatory obligations;
  • Research and identify any procedures that need to be implemented or changed, lead the charge to get the changes made, take responsibility for training and ensure that procedures are adhered to on an ongoing basis;
  • Coordinate the internal existing teams to promote prompt and thorough response to clients’ requests.
  • Extensive knowledge and experience of building client relationships;
  • Minimum 4 years’ experience in an investment funds environment;
  • Knowledge of AIFMD, UCITS or MiFID; necessary
  • Client facing background with presentation skills;
  • Strong academic background including a Degree in Finance/Business/Economics or related field;
  • Strong IT skills including MS Office (Word, Excel, PowerPoint, etc.)