Job Description
- Independently manage a diverse portfolio of asset management and corporate clients with responsibility for handling general legal, company secretarial and administrative duties and providing board meeting support services, such as attending board and committee meetings, liaising with company directors, etc.
- Builds and maintains strong relationships with clients and external stakeholders, non-executive directors, auditors, tax advisors, lawyers and other transaction parties
- Proactively develop and maintain strong and effective working relationships within the Company and on occasions across the Client Service teams in other jurisdictions, promoting a culture of support, collaboration and a joined-up approach to servicing clients
- Assist in the investigation and resolution of client relationship issues, ensuring timely escalation of more complex client queries and issues to the Transaction Management Director
- Support an on-going program of continuous improvement, identifying and escalating opportunities and implementing changes
- Responsible for keeping up to date in relation legal and corporate governance developments
Tasks (what does the role do on a day-to-day basis)
- Assist with the process of on-boarding new clients including handling KYC issues, compliance regulations, ensuring clients meet client acceptance procedures
- Preparation and distribution of board and board committee meeting materials, attendance at board and committee meetings and drafting of minutes of and matters arising
- Manage general legal and company secretarial aspects of the companies
- Completion of statutory filings with the Irish Companies Registration Office and Central Bank of Ireland as they fall due
- Completion of Central Bank Individual Questionnaires and fitness & probity requests
- Ensure all statutory books and records for client companies are updated to reflect any changes to the companies
- Arrange for the execution of specific transactions such as capital increases, distribution of dividends, granting or obtaining loan facility, approving investments
- Provide necessary guidance and support to more junior members of the team
- Maintain and grow excellent relations with existing clients and intermediaries.
- Drafting corporate services agreements, to be able to discuss queries raised by clients during onboarding
- Assist with operational projects to align day to day tasks with new regulatory requirements
- May be required to act as directors on the Board of client companies (unregulated entities) within the team under supervision of the Transaction Management Director from time to time
- Support the Transaction Management Director on business development initiatives and attend meetings with business partners, internal global network and potential new clients
- Works closely with other teams in IQ-EQ, including but not limited to, Fund Management, Legal, Business Development, and Accounting, in order to achieve client objectives
- Ensure clients are being billed accordingly with the terms of the Corporate Services Agreement and monitor / follow up on overdue fees
- Flagging any other client issues to senior management
- Identify market trends and legislative changes that may impact the business
- Ensure compliance with internal policies and procedures, while actively contributing to process improvements within the team
Qualifications
Essential
- Degree in in Law, Business or a closely related field
- Professional qualification e.g. ICSA / CGI etc.
- At least 3-5 years of relevant work experience in a corporate services provider or in-house environment providing services to regulated funds and managing client relationships
- Good knowledge of CBI requirements for regulated funds
- Excellent organisational, time management and interpersonal skills
- Excellent minute taking
- A keen eye for detail and good knowledge of company law.
- 'Can do’ attitude, ability to cope with tight deadlines and working under pressure
Additional information
OUR COMMITMENT TO YOU AND THE ENVIRONMENT
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Company description
ABOUT IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.
Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
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