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Investment Fund Operations Associate at Rory Mackie & Associates


Attend and contribute to scheduled 3rd party vendor service review meetings (Ad-Hoc, Monthly)
Review KPI/KRIs from 3rd party vendors
Establish relationships with Transfer agents and trading platforms
Team Functions:
Identify key risks and ensure effective controls are in place (both at vendor and internally)
Perform hands-on role in performing tasks, and ensuring all tasks are completed within deadlines as per procedures
Escalate, manage and resolve operational issues; breaches, client issues, internal escalations
Participate in project work as and when required
Other Responsibilities:
Support Management as necessary with broader team initiatives
Use initiative to continually develop systems and procedures to reduce risk, improve efficiency and accommodate change to products, client demands, or in response to industry change ....

Fund Operations , Team Functions , Fund Operations Associate , Transfer Agency , நிதி செயல்பாடுகள் ,

Media Advisory – IFIC Operations Day – May 11, 2021


Media Advisory – IFIC Operations Day – May 11, 2021 (Virtual Event)
The Investment Funds Institute of Canada
Toronto, Ontario, CANADA
TORONTO, April 29, 2021 (GLOBE NEWSWIRE) The Investment Funds Institute of Canada (IFIC) today announced the final agenda and speaker lineup for its Operations Day, which will be held on May 11. As the global pandemic stretches into a second year, the half-day event will bring together industry leaders to discuss the operational trends, issues, and opportunities that affect the investment funds industry today.
Panel topics and speakers include:
CEO Panel
Marc Cevey, CEO, HSBC Global Asset Management (Canada)
Jason MacKay, Head of Wealth Management Intermediaries, Canada, Invesco ....

Deb Foubert , Blair Munn , Mark Salvarinas , Braunwyn Currie , Sarvjeet Pamenter , James Carman , Tony Falcioni , Russ White , Pira Kumarasamy , Karen Woodman , Brett Konyu , Jason Mackay , Jill Nicholson , Janet Salter , Carol Lynde , Aidan Coulter , Chris Enright , Marc Cevey , Td Wealth Shared Services , Client Services , Franklin Templeton , Efficiency Innovation Panel , Membership Services , Regulatory Panel , Canada Transfer Agency , Operations Tax Panel ,

45 new jobs at funds business in Shannon | The Clare Herald


A leading global investor services group will create 45 new jobs in Shannon over the next five years with plans to expand its Irish operations with the launch of a dedicated Funds business.
This move by IQ-EQ signifies the importance of Ireland as a funds domicile, particularly in light of recent changes to the Irish Investment Limited Partnership (ILP) legislation.
IQ-EQ provides a comprehensive range of compliance, administration, asset and advisory services to alternative funds, global companies, and private and institutional investors globally.
This includes a 135-strong team in Northern Ireland, specialised in fund administration and depositary services, plus third-party alternative investment fund manager (AIFM) platforms in London as well as Luxembourg. IQ-EQ has been active in Ireland for over 30 years, providing a full range of corporate administration and structured finance solutions from its offices in Dublin and Shannon. ....

United Kingdom , Northern Ireland , City Of , Deputy Cathal Crowe , Eoghan Harney , Martin Shanahan , Gary Palmer , Clare Joe Carey , Joanne Mcenteggart , Irish Investment Limited Partnership , Irish Funds Industry Association , Central Bank , Head Of Transfer Agency , Head Of Fund Accounting , Financial Services , Belfast Based Eoghan Harney , Chief Executive , Transfer Agency , Irish Funds , ஒன்றுபட்டது கிஂக்டம் , வடக்கு ஐயர்ல்யாஂட் , நகரம் ஆஃப் , மார்டின் ஶ்யாநஹ்யாந் , கேரி பாமர் , தெளிவு ஓஹோ கேரி , ஐரிஷ் முதலீடு வரையறுக்கப்பட்டவை கூட்டு ,