Compliance & Relations Manager

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Investment Management firm based in south Dublin are seeking a financial accountant/investment executive

Our client, an Investment Management firm based in south Dublin are seeking a financial accountant/investment executive to join their team as the Fund enters its next phase of growth.

Reporting mainly to the CFO/FC the responsibilities will include:
Marketing and Investor relations
  • Investor relations which includes distributions investor updates, managing investor calls and queries.
  • Investor AML management
  • Responsible for the management of our communications to the investor and financial broker market through traditional and social media channels.
  • Playing a critical role in the fundraising efforts for our new funds and marketing initiatives including our annual investor conferences
 
Financial
  • Oversight of the preparation of monthly management accounts
  • Assisting the CFO with the management of the year end audit and liaising with auditors
  • Management of regulatory deliverables to the CBI
  • Tax compliance including VAT Returns and
  • Assisting the CFO with growing the Finance team including automation of procedures, process improvement and other projects.
  • Other office admin ad hoc tasks
 
Portfolio Management and Deal-flow
  • Assisting the CFO with tracking investee reporting both financial and ESG/impact metrics. This will include reviewing performance of portfolio company, managing investee reporting, fee monitoring and performance updates.
  • Ad hoc market/company research for the Investment Director in preparation for Investment Committee and assisting with due diligence.
 
Requirements
  • Newly qualified ACA trained with a leading accounting practice (preferable)
  • Audit experience desirable
  • Excellent attention to detail
  • Self-starter
  • Excellent communication skills
  • Interest in investment management and the sustainability/clean tech space.
  • Interest in marketing desirable