Avp, Investor Services

3 weeks ago

Toronto, Canada Gallagher Full time

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

Artex is one of the world’s fastest-growing and most diverse insurance managers. With more than 500 employees in 15 worldwide locations, our employees work together to conceive, design and manage alternative risk transfer solutions that help our clients manage today’s challenges and tomorrow’s opportunities.

We are seeking a motivated and dynamic individual for the position of AVP, Investor Services. Reporting directly to the VP, Investor Services will have a strong sense of accountability and will be responsible for managing the Fund Services Investor Services team along with responsibility for 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

**Qualifications**:

- 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

Artex is a wholly-owned subsidiary of Arthur J. Gallagher, one of the world’s largest insurance brokerage and risk management companies. Gallagher employs more than 25,000 people worldwide across 35 different countries, with a global network that can offer client service capabilities in more than 150 countries. Arthur J Gallagher & Co. (Bermuda) Limited is the name of our service company, and the name under which our employment contracts are issued.

**What We Can Offer**

Gallagher offers competitive salaries and benefits plans. We offer benefits, including; medical/dental, life & dependent life, AD & D, pension/group savings plan, employee stock purchase plan, educational expense reimbursement, employee assistance programs, discounted gym membership, opportunity for flexible work hours, paid sick days, personal days, employee education recognition program, employee referral bonus program and more.

We love to have fun and cultivate an enjoyable working environment. We have an active social club along with a service recognition program which ensures we share and celebrate the successes of our employees along with rewarding our employees for their achievements. We offer a diverse learning environment that challenges you to build on your strengths and to create new ones. We provide career pathing and advancement opportunities for our hard-working and dedicated employees.

LI-AM2 #LI-REMOTE

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