Company Description
Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.
With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.
Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.
Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.
Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.
What’s In It For You
- Competitive salary
- We are globally hybrid (please check the specifics for this role during interview process)
- Flexible working hours
- Private Pension Plan fully paid by the company after probation
- Private medical insurance with Catastrophe cover fully paid by the company
- Employee recognition program and spot bonuses
Job Description
Purpose of the Job
Join Ocorian's Investor Services team and play a key role in delivering exceptional service to a diverse portfolio of fund clients. This is an exciting opportunity to combine your leadership expertise with strong technical knowledge, helping to drive the growth and success of investor services operations. You'll work closely with clients, investors and internal teams, leading high-performing professionals while contributing to the delivery of accurate, timely and high-quality investor services in a collaborative and international environment.
Main Responsibilities
- Lead, develop and inspire a team, fostering a culture of collaboration, accountability and service excellence.
- Oversee the delivery of investor services activities, ensuring all client commitments and service level agreements are met.
- Provide technical expertise across investor services, including capital activity, investor reporting and FATCA/CRS compliance.
- Build and maintain strong relationships with clients, investors and internal stakeholders, delivering a consistently high standard of service.
- Review and oversee investor transactions, distributions and communications to ensure accuracy, quality and compliance.
- Monitor client deliverables, ensuring they are completed in line with agreed timelines, procedures and regulatory requirements.
- Identify, manage and escalate risks or issues where appropriate, while supporting continuous improvement initiatives.
- Partner with senior management on strategic projects, operational priorities and the ongoing development of the investor services function.
#LI-EM1
#LI-Hybrid
Qualifications
Knowledge, Skills and Experience
- Bachelor's degree in Accounting, Finance or a related field; a Master's degree or professional qualification would be advantageous.
- 6-10+ years' experience within Fund Services or a similar financial services environment, including experience in a managerial or team leadership role.
- Strong technical knowledge of investor services activities, AML/KYC requirements and fund operations, with experience managing complex client relationships.
- Proven leadership skills, with the ability to coach, develop and motivate teams while maintaining high-quality standards.
- Excellent analytical, organisational and problem-solving skills, combined with strong attention to detail and the ability to manage competing priorities.
- A proactive, solutions-focused approach with the confidence to build relationships, communicate effectively with stakeholders at all levels and make sound decisions in a fast-paced environment.
Additional Information
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.