Financial Reporting Senior Manager

County Dublin, Leinster SEI

Posted 11 days ago

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SEI Investments is a leading global provider of asset management and investment technology solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective.

Position Description

The Senior Manager, Financial Reporting, plays a pivotal role in shaping the strategic direction and driving the success of our organisation. This position is responsible for overseeing the delivery of accurate and timely financial statements, coordinating client audits, and ensuring compliance with Generally Accepted Accounting Principles (GAAP) across the investment funds managed by SEI EMEA. The role involves the continuous design, evolution and enhancement of the Financial Reporting operating model, fostering an efficient, consistent, risk-mitigating control environment across all financial reporting teams. Collaboration with fund accounting and other SEI functions is essential. This role is a senior, client-facing, acting as the voice of SEI’s Financial Reporting function with our clients and their auditors. A key aspect of this role is driving change, improving processes and executing plans to reach the target operating model, ensuring the highest quality output.

What you’ll do:

Lead a function, regionally across EMEA, that is accountable for the tasks below:

  • SME: Act as lead subject matter expert in financial statement production, supporting the financial reporting teams to ensure client financial statements comply with IFRS, US GAAP, Lux GAAP and all relevant accounting standards along with complex technical queries. Ensure the teams are trained annually in all latest advancements in GAAP.
  • Client Financial Statement Production & Audits:
    • Preparation of annual, quarterly and other fund financial statements.
    • Deliver high quality service to clients through accurate, timely completion of all assigned tasks.
    • Liaise with external auditors and deal with audit queries, managing the audit process.
    • Execution of the financial reporting process controls, conducting internal reviews and managing external reviews.
    • Quality Control for financial statements, review and approve workbooks for new entity set up, including the review of the first set of financial statements.
    • Planning and management of work allocation to ensure client deliverables are met.
    • Ensure departmental procedures are maintained.
  • Client Relationships: Develop and manage client relationships always ensuring alignment with our client service excellence culture.
  • Sales Pitches: Contribute Financial Statement technical expertise support to support the sales process.
  • Continuous Process Improvement and Efficiency: Ongoing review of operating model, identify enhancements and process improvements and deploy solutions.
  • Regulatory Reporting: responsible for ensuring adherence to Irish Financial Regulatory filings, e.g. MMIF, Monthly NAV Returns, SPV returns etc.
  • People Management:
    • Conduct performance appraisals, monthly one on ones, provide career pathing and training, ensuring team development.
    • Ensure succession planning is in place and operational within department through identification and development of high potential personnel.
    • Champion HR policies and ensure all are applied and maintained.
    • Perform all duties assigned to your role under the Company’s Safety Statement, to ensure Health, Safety and Well-being for all employees for whom you have responsibility.
What you will bring to the table:

  • 15+ years’ experience within a financial reporting team within funds OR audit of fund clients in an audit firm.
  • Experience in a strategic or change management position.
  • ACA qualified.
  • In-depth knowledge of the Funds industry.
  • In-Depth knowledge of the Microsoft suite.
  • Excellent communication skills (oral and written).
  • Strategic thinker, comfortable with a leadership role.
  • Ability to implement and evaluate strategies for improving operational excellence.
  • Demonstrable relationship building skills both internally and externally and across all levels.
  • Team player.
  • Solutions focused with strong attention to detail.

Attributes we value:

  • Proven track record as a change agent/change manager.
  • Ability to multi-task, prioritise work and manage time to maximize efficiency and to meet strict deadlines.
  • Ability to work independently and manage multiple projects simultaneously.
  • Individual who takes initiative and ownership of assigned responsibilities.

Benefits you can expect:

Healthcare for yourself, your spouse, and any dependents up to the age of 18 years. Pension Scheme. Tax Saver Travel Benefits. Bike to Work Scheme. On-site Gym with Fitness Classes and 1:1 PT Sessions. Club Supplement. Education Assistance. Competitive Family & Annual Leave Entitlements as well as 2 Paid Volunteer Days per year. Life Assurance. Annual Employee Share Participation Scheme.

We are focused on ensuring a healthy work-life balance and offer a hybrid working model and flexible working hours.

SEI is an Equal Opportunity Employer and so much more…

We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, educational assistance scheme and actively encourage work life balance.

Seniority level
  • Seniority level Director
Employment type
  • Employment type Full-time
Job function
  • Job function Accounting/Auditing and Finance

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Financial Accountant - Revenue Management

Dublin, Leinster ICON Clinical Research

Posted 11 days ago

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Financial Accountant - Revenue Accountant - Dublin - Hybrid
ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development.
ICON plc is a world-leading healthcare intelligence and clinical research organisation, and we're currently recruiting for a Financial Accountant focusing on Revenue, to join our growing Financial Reporting team, on a hybrid working basis at our HQ in Leopardstown.
As a Financial Accountant specialising in Revenue, you will assist in revenue recognition, forecasting, reporting and reconciliations and be responsible for a portfolio of projects and recognise revenues across the organisation's departmental structure.
**Duties the Financial Accountant (Revenue) will carry out include:**
+ Revenue Calculations.
+ Updating financial systems with contractual arrangements with clients, staff deployment on projects (staff plans) and deliverables achieved.
+ Preparation of the monthly revenue report comparing actual revenue versus forecast with supporting explanations and calculations for variances.
+ Performing reconciliations of contracts and revenues recognised.
+ Assisting in the creation of monthly reports (forecast, backlog, utilisation), including insightful commentary.
+ Ensure revenue is recognised within SOX guidelines i.e. relevant controls, documentation, sign offs, and filing are in place.
**To be considered for the Financial Accountant (Revenue) role, you will need:**
+ Qualified Accountant - ACA / ACCA / CIMA (Big 4 Trained or Industry experienced)
+ Financial analysis experience(interpreting data, terms, comfortable in Excel).
+ Oracle Financials experience is beneficial.
+ Demonstrate an ability to balance own work in an efficient manner and to work with a high degree of own initiative.
**The benefits of working in ICON as a Financial Accountant (Revenue) are:**
+ Hybrid working model and flexible working hours.
+ Excellent career progression & cross function experience.
+ Competitive bonus structure & benefits compensation.
+ Free on-site gym facilities & subsidized on-site food court.
+ Free parking.
**What ICON can offer you:**
Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent.
In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family.
Our benefits examples include:
+ Various annual leave entitlements
+ A range of health insurance offerings to suit you and your family's needs.
+ Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead.
+ Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being.
+ Life assurance
+ Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others.
Visit our careers site ( to read more about the benefits ICON offers.
At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here ( in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles.
Are you a current ICON Employee? Please click here ( to apply
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Financial Accountant - Revenue Management

Dublin, Leinster ICON Clinical Research Ltd

Posted 10 days ago

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Job Description

Financial Accountant - Revenue Accountant - Dublin - Hybrid ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development. ICON plc is a world-leading healthcare intelligence and clinical research organisation, and we're currently recruiting for a Financial Accountant focusing on Revenue, to join our growing Financial Reporting team, on a hybrid working basis at our HQ in Leopardstown. As a Financial Accountant specialising in Revenue, you will assist in revenue recognition, forecasting, reporting and reconciliations and be responsible for a portfolio of projects and recognise revenues across the organisation's departmental structure. Duties the Financial Accountant (Revenue) will carry out include: Revenue Calculations. Updating financial systems with contractual arrangements with clients, staff deployment on projects (staff plans) and deliverables achieved. Preparation of the monthly revenue report comparing actual revenue versus forecast with supporting explanations and calculations for variances. Performing reconciliations of contracts and revenues recognised. Assisting in the creation of monthly reports (forecast, backlog, utilisation), including insightful commentary. Ensure revenue is recognised within SOX guidelines i.e. relevant controls, documentation, sign offs, and filing are in place. To be considered for the Financial Accountant (Revenue) role, you will need: Qualified Accountant - ACA / ACCA / CIMA (Big 4 Trained or Industry experienced) Financial analysis experience(interpreting data, terms, comfortable in Excel). Oracle Financials experience is beneficial. Demonstrate an ability to balance own work in an efficient manner and to work with a high degree of own initiative. The benefits of working in ICON as a Financial Accountant (Revenue) are: Hybrid working model and flexible working hours. Excellent career progression & cross function experience. Competitive bonus structure & benefits compensation. Free on-site gym facilities & subsidized on-site food court. Free parking. What ICON can offer you: Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent. In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family. Our benefits examples include: Various annual leave entitlements A range of health insurance offerings to suit you and your family's needs. Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead. Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being. Life assurance Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others. Visit our careers site to read more about the benefits ICON offers. At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles. Are you a current ICON Employee? Please click here to apply To be considered for this role you will be redirected to our careers page & prompted to create a jobseeker account here. To start the process, click the Continue to Application or Login/Register button below.
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Legal PA - Asset Management

Dublin, Leinster Lex Consultancy

Posted 5 days ago

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This is a varied and busy position supporting a senior Partner and a collaborative team of fee earners. You'll play a key part in the smooth running of the practice, with responsibilities including: Extensive diary and email management Preparing, editing and formatting legal documents and correspondence End-to-end billing and file management Liaising with clients and internal stakeholders Coordinating meetings, extensive domestic and international travel arrangement and management Gatekeeping for Partner whilst on travel Preparing seminar/conference material and content Youll be joining a welcoming team with a great culture and supportive leadership. The firm offers high-quality work, strong systems and processes, and flexibility with one day working from home. To be successful in this role, you will bring: Solid experience as aLegal PA in a litigation or disputes team Strong organisational skills and a proactive, can-do attitude Professional communication skills and strong attention to detail Confidence managing multiple deadlines and tasks A genuine team player approach with a commitment to quality support Benefits Structured onboarding and ongoing professional development One day per week working from home for first 6 months and two days after Beautiful Dublin offices with great amenities Excellent salary, bonus structure and benefits How to get in touch If youre interested in learning more about this vacancy or would like a confidential discussion regarding other Legal PA roles we may have, please dont hesitate to contact me, Jo McAndrew, today. Please note only candidates that match the minimum job requirements above will be contacted for this role. Skills: Legal PA Legal Secretary Legal PA commercial Benefits: Work From Home
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Senior Engineer (Asset Management)

Dublin, Leinster MATRIX Recruitment Group

Posted 10 days ago

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Job description Matrix Recruitmentare recruiting for aSenior Engineer (Asset Management)to join our Environmental client, based inDublin.This is a permanent, full-time position. It is a hybrid role with 2 days on-site and 3 days working from home. This Engineer will form part of the Asset Management / Design team. You will be expected to manage and organise the inspection and certification of existing structural assets and temporary works to meet legislative and relevant Health and Safety requirements. You will be expected to consider whole lifecycle activities in the development of design and construction of new and refurbishment structural projects. You will also be required to manage consultants and contractors employed by the Company. Your new job: Key duties & responsibilities: Lead the development and maintenance of the Asset Management System and structural asset database. Plan, manage, and carry out inspections, surveys, and evaluations of structural assets such as bridges and culverts. Manage structural refurbishment and construction projects, ensuring they are delivered on time and within budget. Assist in the preparation of work programmes and budget forecasts informed by inspection data. Supervise site works and oversee contractor and consultant performance. Ensure projects are compliant with Health & Safety regulations, environmental legislation, and procurement law. Prepare reports on project progress and performance. Contribute to the development of organisational policies, standards, and strategies related to engineering and asset management. Promote best practices in asset management across the organisation. Engage with environmental bodies and take environmental issues into account during project planning and execution. Support the development of risk assessments and health & safety statements. Manage and mentor junior engineering staff to build team capacity and performance. Liaise with local communities, authorities, and stakeholders as required. Represent the organisation at external meetings and events. What are we looking for? Eligibility Criteria: Level 8 degree (or equivalent) in Civil or Structural Engineering. Chartered Engineer status with a recognised Engineering Institution. Minimum of 5 years post-qualification experience in structural design. Full, clean driving licence and access to transport. Essential Criteria: Strong knowledge of structural design and construction in water-based or civil environments. Experience in structural inspections and assessments. Proven ability to manage projects from concept to delivery. Skilled in the use of engineering tools, software, and IT systems. Comprehensive understanding of Health & Safety in design, construction, and asset operation. Track record of managing budgets and meeting project timelines. Excellent problem-solving, negotiation, and communication skills. Effective interpersonal skills, capable of engaging with multiple stakeholders. Desirable Criteria: Understanding of environmental considerations in infrastructure development. Experience working across two jurisdictions is an advantage. Qualification in asset management (e.g., IAM Certificate or similar). Qualification in project management. Whats on offer: Competitive salary. Opportunity to work on high-impact engineering projects with a national focus. Professional development and mentoring support. Flexibility and support in a dynamic working environment. Apply for this job now by emailing your WORD formatted CV Jonathan By applying, you are giving consent for Matrix Recruitment to contact you about this job. We collect your data for recruitment purposes only and will retain it for the duration required as outlined in our privacy policy. All CVs are kept confidential and will not be submitted to any clients without your knowledge and permission. Please note that due to the expected high volume of applications we can only reply to applicants suitable for the position. We Value Your Trust. INDC Skills: Structural Engineer Civil Engineer
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Senior Investment Management Specialist

Dublin, Leinster Marsh McLennan

Posted 5 days ago

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What you can expect: We are seeking a talented Senior Investment Management Specialist to join our growing business and play a pivotal role within the team to advise on Investment strategy, assist with portfolio construction aswell as mentor less experienced team members and oversee the task management for the team. The successful candidate will have strong technical and analytical capabilities aswell as being a team player, hardworking, intellectually ambitious and have a keen eye for detail. The successful candidate will lead portfolio construction work for our range of multi asset portfolios across DC, private wealth, and wealth management and encompass investment strategy advice for DB pension schemes. Mercer's Delegated Solutions Strategy team providesspecialised investment strategy advice to pension schemes primarily in the areas of dynamic de-risking, hedgingand portfolio construction. Mercer's dynamic de-risking solution aims to manage pension schemes along a path to full funding and has arisen from a need to provide a clear governance framework that will allow trustees to lock in market gains. Liability hedging forms a large part of this solution delivery, given market evolution in recent years. The Strategy team is also responsible for developing and implementing investment strategies for all our clients within the Delegated Solutions business. This includes investment strategies for a range of client types, such as pension schemes, endowments and foundations and others and encompasses analysis for Irish clients, Europe ex-UK and further afield. The role will be dynamic and diverse, requiring an individual that has a strong investment background with strong project management, leadership, organisational, collaboration and communication skills. The successful candidate will be able to manage the successful delivery of complex solutions, have strong technical and analytical capabilities, a keen eye for detail, and be able to use their own initiative to navigate requirements, manage to tight and competing timelines as well as undertake routine projects. We will count on you to: Lead investment strategy analysis to determine the strategic asset allocation for the full range of multi-asset portfolios allowing for different investment objectives and constraints faced by each. Analyse client investment strategies with aim of achieving target growth returns within restrictions provided. Analysis across range of client types and geographies. Complete daily monitoring of client funding levels and trading where required. Regularly calculate and propose updates to hedging strategies, working with a broad range of tools and models. Consider the impact and need for dynamic asset allocation adjustments as appropriate. Act as a representative of Mercer's best thinking on multi-asset investing to both internal and external clients. Interact with teams across the business to manage the implementation of investment strategy and asset allocation changes in an efficient and risk controlled manner. Collaborate with key internal stakeholders including portfolio management, legal & compliance, trading and operations, investment consultants. Lead, train and develop junior team members and other teams where required. Support the business development team as appropriate to develop and grow the segment. Manage the ongoing oversight and assessment of the funds. Support Mercer colleagues / consultants by presenting strategy reviews at client meetings, managing varied levels of knowledge, and by delivering high quality client reports, answering queries and clearly communicating strategic asset allocation and fund updates. Develop and drive process improvement initiatives to improve quality and efficiency, and ensure procedures are accurate and kept up to date. What you need to have: At least 5 years experience within the financial services industry (consulting, pensions, fund management, wealth management, investments or asset management) - should immediately create credibility internally and externally. Strong organisational and project management skills. Ability to effectively manage across multiple tasks and to tight deadlines. Excellent communication, presentation and collaboration skills. Highly motivated, driven and focused. Ability to work under own initiative. An ability to multi-task and work under pressure to deadlines. Strong analytical skills to review and analyse information/situations to identify, articulate the issues on hand and propose solutions. Excellent attention to detail and accuracy. Positive can-do attitude essential. Ability to work in a dynamic high performing team, supporting your team colleagues while leading, driving and managing your own tasks and projects. What makes you stand out: Qualified Actuary or CFA Charterholder. Deep understanding and experience of investment strategy and portfolio construction. Energy, proactivity and desire to see things done efficiently. Attention to detail, and project management experience. Team player, with excellent interpersonal and relationship building skills. Ability to communicate complex issues in a simple and coherent manner. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.
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HR Generalist - Investment Management

Dublin, Leinster The Panel Group

Posted 13 days ago

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Our client is a leading, global investment manager based in Dublin. They are currently recruiting for an HR Generalist to join their HR team. You will be supporting the Senior HR Business Partner in delivering HR solutions. This generalist role involves a strategic focus on key areas, including talent acquisition, talent and performance management, and learning and development. The successful candidate will provide day-today HR support, advise on policies, manage onboarding and offboarding processes, conduct exit interviews, and contribute to ongoing HR transformation projects and policy development. Ideal Candidate 3+ years experience in HR Roles in financial or professional services Bachelors degree in human resources, Business Administration, or related field preferred Excellent communication and interpersonal skills Proficiency in HR software (Workday, ServiceNow) Strong organisational and time management skills NOTE 5 DAYS IN OFFICE -NON- NEGOTIABLE Skills: 3+ years experience Excellent communication skills Proficiency in HR software (Workday,)
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Junior Project Manager - Investment Management

Dublin, Leinster Marsh McLennan

Posted 10 days ago

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What can you expect: This is an exciting opportunity to join one of Mercer's largest and most rapidly-growing business areas - Investment Solutions. Mercer's Investment Solutions (IS) business provides sophisticated implementation and investment services to clients. The business has grown rapidly over recent years with $500bn of client assets now under management globally, c$90bn of which is invested on behalf of International investors. Our Investor base is institutional and typically clients are DB/DC Pension Schemes but the business is expanding into new segments including Insurance & Wealth Management. Mercer's fund range was launched in Europe in September 2006 and currently consists of c.140 Irish-domiciled funds across 5 legal structures. In addition to the ability to provide bespoke solutions to large clients, these funds provide building blocks to support Mercer's wider range of investment and risk management solutions targeting the institutional marketplace. Mercer IS business has seen significant growth over the last few years and believes that demand for its investment solutions will continue to grow over the coming years. The Operations Unit is responsible for the on-boarding of new clients into the funds, launching of new funds, client and fund rebalancing, management of underlying investment manager changes, NAV and valuation oversight, regulatory & tax oversight, management of third party service providers, operational infrastructure changes, development and maintenance of relationships with both internal and external clients and adherence to strict risk controls. The Product Implementation Team sits within the Operations Unit and is responsible for the project management of new fund launches, onboarding, manager changes, and other fund restructure events. This involves the coordination of multiple stakeholders, both internal and external, including Portfolio Management, Legal & Compliance, Operations, Sales, Finance, Technology, Administrator and Depositary, and Investment Managers. The team is also responsible for undertaking and implementing business-wide initiatives and efficiency projects. Candidates will ideally have good experience in project management and a knowledge about Irish Funds including UCITS and AIFs, and an understanding of the regulatory regime. Reporting to the Fund Change Manager, the role will be dynamic and diverse, requiring an individual with exceptionally strong project management, organisational, collaboration and communication skills. The role will be dynamic and diverse, requiring an individual that has a background across Funds/Asset Management with exceptionally strong people and project management, organisational, collaboration and communication skills. We will rely on you to: Project management: Manage projects including fund launches, manager changes, fund of funds additions and fund restructures. Maintain project plans and timelines to ensure successful implementation of project initiatives. Stakeholder engagement: Collaborate with key internal stakeholders throughout the whole project lifecycle. Manage relationship with key external stakeholders including the depositary and administrator to the funds that MGIE is appointed as investment manager. Documentation: Prepare and contribute to drafting fund documentation such as fund supplement and prospectus, client agreements, and investment management agreements. Team collaboration and support: Provide support to the team for technical queries, BAU deadlines and complex projects. Provide support to the Product Implementation Manager on operational change, risk management and overall operational planning. Maintain team processes documentation, best practices, and project milestones. Develop and drive process improvement initiatives to improve quality and efficiency. Participate in team discussions and assist in training other team members. What you need to have: Funds or Asset Management experience. Excellent organisational and project management skills. Strong communication and collaboration skills, the ability to communicate with project stakeholders effectively is important. Highly motivated, driven and focused. Ability to work under own initiative and work effectively in a team and build positive relationships. Confident in decision making, manages uncertainty effectively, anticipates and resolves barriers to implementing changes and instils Mercer philosophy and culture into all practices. Ability to work in a dynamic high performing team, supporting your team colleagues while leading, driving and managing your own tasks and projects. What makes you stand out: Experience in the project management of Irish fund launches would be a strong advantage. Technical knowledge of fund structures, parties to the fund and fund types. Understanding of operational and reputational risks in a fund and the operational control environment required to manage these risks. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of 24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.
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Financial Planning Manager

Dublin, Leinster The Panel Group

Posted 10 days ago

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Financial Planning Manager Our client, a leading global wealth manager, is currently seeking a Financial Planning Manager to join their Dublin based team. This is an excellent opportunity for a sales driven individual who is looking to grow their career within a global firm. The Job: Meeting with HNW clients to discuss investment opportunities Driving wealth management sales in Ireland Gathering new clients and assets for the firm Extensive networking & direct consultative selling Dedicated portfolio management Retention of client relationships The Candidate: 5+ years of success providing financial advice to clients Proven individual sales success with retail clients Quantifiable track record in closing new investor business Outstanding sales ability with proven sales track record Strong work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: pensions Sales Business Development New Business Development Investments Financial Planning qfa Benefits: Group Life Assurance Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus
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Financial Planning Manager

Dublin, Leinster The Panel Group

Posted 10 days ago

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Job Description

Financial Planning & Sales Manager Our client, a leading global investment manager, is seeking a SeniorFinancial Planner to join their locally based team. This is an great opportunity for a sales driven financial advisor who is looking to grow their career within a global investment manager. The Job: Meeting with private clients to discuss investment opportunities Driving wealth management in Ireland Sourcing new clients & assets for the firm Extensive networking & direct selling of wealth management Dedicated portfolio management Retention of key client relationships The Candidate: Min 6 years of successfully providing financial advice Proven individual sales success with retail clients Quantifiable track record in closing new private client business Great sales ability with proven sales track record Good work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: Sales Business Development Investment Advice QFA Financial Advisor Ealth manager Wealth Management Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus
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