The major focus of this role is to manage Investor Service process in line with the departmental strategy and team resources in the Poland location. Individuals must have an understanding of service requirements, processes and procedures for fund administration.

Your new team
The job is available within Investor Services department which operates within Alternative Investment Services unit.

Your new role

As Investor Services Manager, Officer you will be responsible for:

• Responsible for the achievement of specific department performance targets and objectives

• Exercise operational oversight within the department and make sound operational decisions

• Create and drive a culture of strict adherence of all Corporate and Departmental procedures.

• Provide leadership and support to the department managers necessary for ensuring their teams are organized & working as efficiently & controlled as possible

• Ensure that Transfer Agency is properly resourced both in terms of people and technology whilst complying with agreed budgetary guidelines

• Actively support the overall organization and Investor Services Training Plan

• Assist more senior colleagues and deputise in their absence

• Utilise management information to assist in managing both clients and resources

• Focus on development opportunities for your direct reports and ensure a focus on non-operational management within the department

• Using corporate PPR tools, actively participate in the performance appraisal process and monitor overall timeliness of completion for the entire team with your direct reports

• Promote risk awareness, assessment and control within the department

• Understand the risk environment within the department and manage appropriately

• Provide regular feedback to  managers and more senior colleagues with regard to Investor Services operations

• Initiate and oversee tasks within a continuous improvement drive to ensure that the Department is efficient and seen as customer and quality driven

• Provide support during the implementation of change

• Ensure  participation in the completion and implementation of department wide projects and lead local team initiatives

What we value

Desired skills and competencies

• Excellent communication, organizational and planning skills

• Advanced command of English language

• Ability to work to deadlines in a fast paced environment

• Excellent people management and leadership skills

• Ability to proactively work under own initiative

• Attention to detail and concern for quality

Education & Preferred Qualifications

• Comprehensive procedural, technical and product knowledge of the Investor Services business is required. This should be complemented with a strong understanding of Fund Accounting, Custody and Regulatory background to Funds Industry

• 4-6 years of relevant fund industry experience including people management , alternative industry experience is an advantage

• Comprehensive knowledge of job-related systems, including Microsoft Office applications, is required

• Business related degree preferable

• Degree in Accounting or Finance or Business related area

• ACCA/CIMA/ACA/CPA qualified or part qualified an advantage

Work organization requirement

• Hybrid work model with 3 days of office work per week