Barden are delighted to be working with an Irish Investment Management firm with a large domestic and multinational client base. They are looking for a strong Team Lead to join their Corporate Actions team.
The focus of this team is to protect the clients’ entitlements to income and corporate actions arising from the investments.
ABOUT THE ROLE
- Recording and validating income and corporate action entitlements (dividends and coupons) across client funds.
- Delegation of the team’s activities and providing cover for the execution of those activities if required.
- Reviewing team processes to identify opportunities for improvement through automation or streamlining of processes.
- Regular liaison with external and internal shareholders on any fund matters, fund entitlements, tax matters or custodian records.
- Management of all withholding tax documentation matters between client and custodian
- Reviewing market changes newsletters and ensure internal practices are kept up to-date
- Monitoring upcoming tax document expiry and arrange for its replacement if necessary
- Keeping key stakeholders (e.g. Fund Management, Group clients) informed of relevant taxation matters affecting funds
- Collating relevant input for service reviews, scorecards and incident reporting with service providers
- Ensuring that all procedures are fully documented and up to date
- Participating in various projects on an ongoing basis
ABOUT THE PERSON
- Bachelor’s degree in relevant area – finance, business etc
- Relevant experience in a similar role within fund services, and team lead experience is essential.
- Extensive knowledge of investments and financial markets.
- Motivated to work and excel under pressure.
- Good communication skills, problem solving and decision-making skills.
- Ambition to progress into management positions in the future
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