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 impactAssist with the delivery of a full range of investor services to assigned fund clients:
- Ensure timely and accurate processing of subscriptions, redemptions and transfers
- Review offering documents and service agreements for funds, mutual funds, unit trusts, and partnerships
- Manage client compliance with relevant AML/ATF, FATCA and CRS regulations
- Process the creation and reporting of side pockets for ILS fund structures
- Continually evaluate the efficiency and effectiveness of operational policies, procedures and controls to ensure timelines are met and errors and operational risk are minimized
- Work closely with management to develop new tools to service new client requirements
- Perform transfer agency functions including but not limited to processing subscriptions, redemptions, share transfers and generating client ad-hoc reporting
- Assist with ad-hoc projects, as required
About You- A University Degree in Business or a related discipline
- Internationally recognized accounting designation advantageous (e.g. ACA/ACCA/CIMA/CPA)
- Recently (within last 2 years) worked a minimum of 4 years for a fund administrator with at least 2 years’ experience managing investor services staff
- Proven experience creating side pockets for hedge or ILS fund structures preferred
- Advanced knowledge of anti-money laundering regulations, due diligence procedures and ERISA requirements
- Proven experience managing, training and developing staff including supervisory experience in a complex operations management department
- Strong understanding of FATCA and CRS regulations
- Excellent computer and business application skills including strong proficiency with Microsoft Office Suite, with an emphasis on Excel and Word
- Experience in a client facing role with excellent written and verbal communication skills and problem-solving ability
- Ability to meet tight deadlines and willingness 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:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion 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.
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.
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