Head of Investor Services

Role Description

Core responsibilities are to ensure a consistently excellent level of client service, oversee the effective operation of the team and to identify & contribute to continuous improvement initiatives

The Person

This is a client facing position that requires a technically strong, bright and ambitious individual who has a proven history of building valuable relationships and leading teams within a busy operational environment. You will ideally have an extensive background within IS with experience of leading change and risk management initiatives.


Key Responsibilities:


  1. Manage high profile hedge fund client relationships from an Investor Services perspective by engaging with hedge fund principals and their investors and developing relationships with them.
  2. Manage the teams within Investor Services to deliver and oversee their work to ensure it is of the highest quality standards. Ensure that the team operates efficiently, adheres to procedures, SLA & ISAE 3402 requirements and best practice and policy.
  3. Determine resource requirements and subsequently recruit, train, motivate & develop staff to ensure a fully functioning team capable of meeting the department’s objectives, including leading the performance management process.
  4. Key member of the department management team, charged with leading a variety of strategic initiatives.
  5. Foster and support a culture of best practice and ‘white glove’ service to clients within the Investor Services area of the business. Promote and maintain our high quality client experience. Understand the needs of our clients, their requirement for accurate and timely reporting coupled with a proactive approach to client relationship management.
  6. Foster and cultivate a change culture where we strive to provide the highest quality service.
  7. Sponsor a programme of continuous improvement to mitigate risks, eliminate inefficiencies and/or improve client experiences and in order to support the build out of capacity and scale within the department.
  8. Review regulatory requirements to establish if and where they may impact on the department processes and procedures, and how Investor Services reports to regulatory bodies.
  9. Liaise with Investor Services colleagues in other locations to streamline processes and identify common procedures and systems with a view to unifying databases and procedures.
  10. Identify and implement required training programs within the department to ensure that these programs meet the required industry and standards
  11. Ensure the work of the department adheres to all legal and regulatory requirements to meet business objectives.
  12. In depth understanding of AML, fraud prevention, operational risk areas and Business Continuity Planning.
  13. Assist and support the COO in all aspects of the department.
  14. Help devise the strategy for the Transfer Agency department and work to attract, retain and develop key talent.
  15. Act as point of escalation.
  16. Liaise and work with the wider operations teams e.g. Fund Accounting, AML and I.T.


  • Third Level Qualification preferred, ideally in a Business related discipline
  • Strong leadership and people management skills, ability to develop strong employees and teams.
  • Ability influence others.
  • Strategic vision.
  • Risk Management.
  • Change management.
  • Autonomy and initiative - self-motivated with the ability to make decisions.
  • Accuracy, attention to detail and strong analytical/numerical skills.
  • Excellent communication, writing and presentation skills.
  • Adaptability: ability to adapt to and work within a dynamic changing environment.
  • Organisation and professionalism.
  • Financial Services related qualification


Work experience/ background



10 Years+ Experience in Fund Administration with at least 5 years in a management capacity.

Project Management skills

ISAE and risk management framework experience.

Technical/business skills and knowledge



Experience in use of MS Office

Proficiency in MS office

In-depth knowledge of Transfer Agency life-cycle, including AML

Experience of a variety of hedge fund types – e.g.  Offshore, Irish domiciled, Limited Partnership

Experience of daily dealing & Irish domiciled funds

Back to Top