FATCA and CRS Manager

  • Negotiable
  • Full Time
  • Dublin
  • Posted 3 weeks ago

FATCA and CRS Manager – Investor Services Team

Background to the role:

The objective of this role is to participate in a team effort in the provision of Transfer Agency Services whereby responsibilities include management of a busy Registration, FATCA and CRS Team.

The ideal candidate:

This is a client facing position that requires a technically strong, bright and ambitious individual who has a proven history of accuracy and attention to detail, strong leadership, developing and enhancing relationships and adding value in a team in a busy operational environment. You will ideally have a strong background within Investor Services/Transfer Agency with experience of playing a key role in the organisation and management of an operational team and preferably have experience of supervising staff.


  • Lead and manage the FATCA / CRS and Registration Team
  • Review reports and monitor processes ensuring key focus on risk and control.
  • Manage applicable reporting deadlines
  • Oversee the preparation and submission of accurate and timely updates to our clients on key matters pertaining to FATCA and CRS
  • Transcribe data from Mutual and Alternative fund application forms received from investors onto various Transfer Agency systems and review for accuracy. (new accounts, static data changes, bank details update, etc.).
  • Reviewing and enhancing process flows ensuring strong emphasis is placed on control and risk management
  • Oversee Quality control on all investor communications prior to release.
  • Maintain client accounts on the systems to ensure that details are correct and up to date.  Amend changes in accordance with strict operating procedures as defined by company policy.
  • Assist in the setting of daily / monthly and ad hoc tasks for the team and communicate effectively across the team (morning team huddles).
  • Monitor daily, monthly and ad hoc workflows throughout the day to ensure deadlines are achieved,  re-assigning work where appropriate.

Experience Required :

  • 2-3 years’ experience in Fund Administration
  • Must have FATCA and CRS experience (essential)
  • Must be coming with supervision experience
  • 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 professional environment
  • Strong Communication Skills
  • Strong Leadership Skills
  • Strong Organisational Skills

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Barbara Donnellan

Barbara Donnellan

  • Banking & Finance Manager
  • barbara@edenrecruitment.ie