Senior Investor Relations manager with 13+ years experience in daily operations, CRM, Operational Risk & Compliance, training and people management. Experience has been gained in multiple jurisdictions working with multiple fund types including Mutual Funds, UCITS, Money Market, Hedge & Private Equity Funds.
Overall responsibility for Onshore Investor Relations department including but not limited to
Compliance responsibilities for onshore Hedge & PE funds since 2008.
Role expanded to include responsibility for broader day to day operational management of all relationships within the New Jersey IR department including the newly launched Private Equity business.
Responsibility for the Onshore Investor Relations function for a 12bn+ high profile client.
Transitioned the IR function from a team of fund accountants into a consolidated IR role. Involved all aspects of client servicing including capital activity, statements, treasury, reviewing legal documents, preempting and resolving compliance issues, training and mentoring staff.
Preparing daily fund-share, client and investor queries, AML, money movements, reconciling dividends, trail commissions, exchanges, flips & billing for approx 35 mutual funds.
Completed MBA on part time basis over 2.5 years.
Dedicated Diploma course developed and presented by industry leaders in Dublin. Subjects examined included
ACAM's qualified since 2008 (Association of Certified Anti-Money Laundering Specialists)
Member of the Marketing Institute of Ireland since 2000
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