Transfer Agency Manager (Assistant Vice President)

July 4, 2024

Transfer Agency Manager (Assistant Vice President)


  • Temporary
  • IE-Dublin
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Job Title

Transfer Agency Manager (Assistant Vice President)

Business Unit

Asset Management – Fund Administration

Contract Type

Fixed-Term Contract (12 months)


Sandyford, Dublin

About BNP Paribas:

At BNP Paribas, we center our values on what drives the company forward. Our driving forces are Agility, Client Satisfaction, Compliance Culture and Openness.

  • we want to behave more simply to embrace useful innovation and digital transformation.
  • we believe that our success lies in being the customers’ and clients’ preferred choice. We seek to listen carefully to them and work closely with them.
  • We believe in promoting clear rules to foster a strong culture of compliance and ethics.
  • We promote open-minded attitudes towards our stakeholders. We aim for everyone in Group to feel included, to have their say and be empowered.

Our strengths are based off four key areas of Stability, Expertise, Responsibility and Good Place to Work.

  • we build upon our solid, long-term oriented management, our diversified and integrated business model and our international footprint.
  • : We build upon our recognised and expanding knowledge of our teams.
  • : We build upon our culture of responsibility and integrity to ever better serve the interest of our customers.


The remit of this role is within the Asset Management Transfer Agency Department. Core responsibilities include ensuring a consistent excellent level of client service, new Business implementation and New fund setup, and to identify & contribute to continuous improvement initiatives. A focus on risk control, change management and adherence to local and group requirements and regulations is required.

Key Responsibilities:

This is a client facing position that requires a technically strong, bright and ambitious individual who has a proven history of building valuable relationships and leading teams within a busy operational environment. You will ideally have a strong background within IS with experience of leading an operational team, onboarding new clients and launching new funds.

  • Manage high profile client relationships from an Investor Services perspective by engaging with the Clients and developing relationships with them.
  • Working closely with our Business implementation team to ensure the successful onboarding and launch of new funds and products within our remit in Transfer agency.
  • Attendi new business project calls and take ownership of TA responsibilities.
  • Attend new business meetings for existing clients seeking to set up new funds. Review documentation and application forms for completeness to ensure that service identified can be delivered.
  • Accurately review and analyse requirements, client prospectus and supplements in the setup of new Funds and Share classes.
  • Management and oversight of Business Implementation to ensure work is of the highest quality standards. Ensure that the team operates efficiently, adheres to procedures, ISAE 3402 requirements and best practice and policy.
  • Participate in project calls and distribute clear dashboards on key milestones achieved / challenges.
  • Ensure project work assigned is completed timely, accurately.
  • Sponsor a programme of continuous improvement to mitigate risks, eliminate inefficiencies and/or improve client experiences and in order to support the build out of capacity and scale within the team.
  • Implement the Ireland internationalization of the TA operations with specific focus on building our IOC (Offshore location) to help support our future growth ensuring targets and budgets are achieved.
  • Consider / develop options to enhance /re-engineer /streamline process flows.
  • Support and drive new product enhancements, develop best practice and support the build out of capacity and scale within the organization.
  • Ensure understanding of regulatory changes and co-ordinate implementation (as applicable) to your unit and the wider team.
  • Recruit, train, motivate and develop staff to ensure a fully functioning team capable of meeting the department’s objectives, including leading the performance management process.
  • Hold/ Participate in regular team meetings and create an environment of good communication with effective two-way feedback of information and ideas
  • Liaise with Transfer Agency colleagues in other BNP Paribas locations to streamline processes and identify common procedures and systems with a view to unifying databases and procedures.
  • Foster and support a culture of best practice and ‘white glove’ service to clients within the Investor Services area of the business.
  • Ensure that Investor Services deliverables set out in Service Level Agreements between BNP Fund Services and clients are achieved.
  • Liaise with clients to identify and implement service requirements to ensure that BNP Paribas Fund Services is delivering best in class service.
  • Help foster and cultivate a change culture where we strive to provide the highest quality service.
  • Encourage a programme of continuous improvement for the team to either mitigate risks or improve client experiences
  • Ensure Reporting to Senior Management is completed accurately and timely.c

Qualifications & Experience required for this role:

  • Project Management skills are nice to have
  • Experience in use of MS Office
  • Experience of a variety of fund types – e.g.  Mutual, Offshore, Irish domiciled, Limited Partnership, Private Equity
  • Proficiency in MS office
  • In-depth knowledge of Transfer Agency life-cycle, including AML
  • Knowledge of MFTA, Neolink, SWIFT, NTAS is nice to have
  • Hard working Team Player who likes to work within and contribute to an organizational team structure
  • Attention to detail
  • Adaptability: ability to adapt to and work within a dynamic changing environment
  • Strong Numerical, Written & Verbal Communication Skills
  • Strong Leadership skills
  • Keen awareness of Client Service standards
  • Change Management
  • Relationship Management skills are nice to have

Why Work with Us?

Compliance Culture: We believe in promoting clear rules to foster a strong culture of compliance and ethics.  We would expect any incoming member of staff to respect all financial security related legislation, including: anti-money laundering (AML); countering the financing of terrorism (CFT); international financial sanctions and embargoes (IFS); anti-bribery and corruption (ABC); KYC; ongoing client related data screening; and transaction monitoring.  BNP Paribas have clear policies on these topics which all staff are expected to familiarise themselves with upon successful entry to the Group.

Equality and Diversity

BNP Paribas is an equal opportunities employer and proudly cultivates a diverse workforce. We believe that diversity of experience enhances our service offering to clients and leads to a better working environment. We encourage applications from the best candidates regardless of age, ethnicity, gender, gender identity, nationality, disability, sexual orientation, socio-economic background, parental and caring status, or religious belief.

By submitting your application, you agree to BNP Paribas completing a background check and screening in advance of any potential offer being made

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