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Investor Services On Boarding Team Leader

U.S. Bank
Dublin, Country: Ireland
Job Type:
Job Description

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions.

Job Description

Supervises a team of administrators who are responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by continually assessing changing business and strategies, as well as providing expertise, tools and information to focus on growing investments. Acts as the escalation point for all clients assigned to the team and directs issue resolution and process changes to support client needs. Proactively identifies risk-related issues through review of qualitative and quantitative data, anticipates obstacles and then implements mitigating solutions. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.

Basic Qualifications
  • Bachelor's degree in accounting, finance or related field, or equivalent experience
  • Seven to nine years of experience in alternative investments industry
Preferred Skills/Experience
  • Working knowledge of Microsoft Office products
  • Thorough knowledge of Advent applications preferred
  • Thorough knowledge and understanding of portfolio accounting and the investment management industry
  • Excellent verbal and written communication skills
  • Proven team-oriented, leadership and organizational skills
  • CPA or CFA certification preferred

Benefits :

We offer an exciting, fast-paced and diverse working environment with employees of many different nationalities. We provide benefits to help you protect your health and financial security; and give you peace of mind. We also invest in your career growth with development resources that give you the opportunity to stretch and shine.

Job Settings
Number of jobs: 1 hires
Information about the advertiser
Company: U.S. Bank
Company size: 1-49
Contact: NA