Overview
A leading global provider of asset management and investment technology solutions is seeking an experienced Assistant Vice President to join its Investor Services function as a Transformation Lead.
This is a newly created position offering the opportunity to take ownership of process improvement and transformation initiatives across Investor Services, with a particular focus on Private Markets and Transfer Agency.
Key Responsibilities
- Act as a transformation lead within Investor Services, identifying opportunities to simplify, standardise, automate and improve existing processes.
- Review operating procedures, controls, technology and client deliverables to identify inefficiencies, duplication, manual processes and operational risks.
- Partner with senior stakeholders to design and implement future-state operating models.
- Review key Investor Services processes including investor onboarding, data maintenance, reporting, capital activity, payments and client deliverables.
- Develop clear recommendations and practical action plans for implementing improvements.
- Work collaboratively with Investor Services, Client Operations, AML, Technology and Relationship Management teams to improve end-to-end service delivery.
- Identify opportunities to leverage technology, workflow tools, data analysis and AI-enabled solutions to reduce manual effort and strengthen controls.
- Develop process maps, procedures and implementation materials to support the successful adoption of change.
- Track the impact of improvements using measurable metrics such as efficiency, turnaround times, quality, control and operational risk.
- Support the training and development of colleagues and promote a continuous improvement culture.
What We're Looking For
- 5+ years' experience within Transfer Agency, Investor Services or Fund Administration.
- Strong exposure to Private Markets / Alternative Investments is highly desirable.
- Proven experience delivering process improvement, automation, control enhancement, technology solutions or operating model change.
- Strong understanding of Private Markets structures and associated Transfer Agency processes.
- Good knowledge of capital calls, sub-closes, equalisation, distributions, waterfall calculations and investor servicing.
- Experience with Alternative Investment systems such as Investran, Geneva or NTAS would be advantageous.
- Strong analytical and problem-solving skills, with the ability to identify root causes and develop practical solutions.
- Experience using data, MI or workflow analysis to identify inefficiencies and measure the impact of change.
- Strong stakeholder management and influencing skills, with the confidence to constructively challenge existing ways of working.
If you are interested in making this position yours, please contact Anthony on 01 676 0505, click apply below
Voted Best in Practice Accounting & Finance 2022, 2017, 2015 as well as 2013 & 2012, Quest is a team of experienced and professional Financial Recruiters dedicated to recruiting Financial Services Professionals. Our reputation for consistent delivery and extensive industry knowledge is second to none. We continue to look to the future; striving to improve continuously on our quality of service and passion for delivery.