Vice President, Investor Services

Gallagher

  • Halifax, NS
  • Permanent
  • Full-time
  • 23 days ago
Job Description:IntroductionAt Artex, we defy convention and reimagine the possibilities of risk management. Join a team of passionate visionaries, where creativity knows no bounds, and innovative thinking shapes the future. As part of our global family, you'll unlock your potential, turning challenges into opportunities, and creating an impact on a global scale. Dare to innovate, and together, we'll craft a legacy of transformation.We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
How you'll make an impactThe VP, Investor Services will have responsibility for managing the Fund Services Investor Services team, client servicing, investor reporting services for our fund clients across hedge fund and insurance linked strategies, preparing complex ad hoc client reports and overseeing regulatory reporting requirements.Responsibilities:
  • Oversee the delivery of a full range of investor services to assigned fund clients.
  • Ensure timely and accurate processing of all subscriptions, redemptions and transfers.
  • Supervise fund launches and implementation of new clients including set up of all transfer agency records.
  • Review offering documents and service agreements for funds, mutual funds, unit trusts, & partnerships.
  • Manage client compliance with relevant AML/ATF and FATCA & CRS regulations.
  • Manage and review the creation and reporting of side pockets for ILS fund structures.
  • Manage, motivate and train staff to continually achieve goals while creating an environment that exemplifies teamwork and respect.
  • Continually evaluate the efficiency and effectiveness of operational policies, procedures and controls to ensure timelines are met, departmental productivity is maximized, and both errors and operational risk are minimized.
  • Work closely with management to develop new tools to service new client requirements.
  • Assist with business development, including completion of RFPs and client fee proposals.
  • Perform transfer agency functions if required including but not limited to processing subscriptions, redemptions, share transfers and generating client ad-hoc reporting.
  • Provide vision, leadership and direction to operations and strategic planning areas of the company.
  • Assist with ad-hoc projects, as required.
About you
  • University Degree in Finance (or similar discipline); accounting qualification advantageous
  • (ACA/ACCA/CIMA/CPA)
  • Recently (within last 2 years) worked in excess of 8 years for a fund administrator with at least 5 years’ experience managing investor services staff.
  • Advanced knowledge of anti-money laundering regulations, due diligence procedures, ERISA requirements and equalization methods.
  • In depth understanding and experience with creating side pockets for hedge fund structures will be preferred.
  • Strong understanding of FATCA & CRS regulations.
  • Must have proven experience in managing, training and developing staff.
  • Proven supervisory experience in a complex operations management department.
  • High proficiency in excel running and creating functions, pivot tables, and charts.
  • Excellent written and verbal communication skills and problem solving skills.
  • Ability to meet tight deadlines and must be prepared to work extended hours and public holidays as required.
Compensation and benefitsOn top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
  • Flexible medical & dental coverage to meet your household's needs
  • Life, Dependent Life and AD & D Insurance options
  • Retirement savings including RRSP including a company match, TFSA, pension and more
  • Employee Stock Purchase Plan
Other benefits include:
  • Educational expense reimbursement
  • Employee assistance programs
  • Discounted gym membership (GoodLife Fitness)
  • Opportunity for flexible work arrangements
  • Paid sick days & personal days
  • Employee education recognition program
  • Employee referral bonus program
We value inclusion and diversityInclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Gallagher