Funds – Director of Shared Services

Key Responsibilities

• Oversee daily operations for Investor Relations, Treasury, and AML/KYC teams.
• Ensure timely and accurate delivery of all investor onboarding, capital activity, statements, and investor communications.
• Maintain strong treasury controls, including payment processing, bank account administration, and cash movement oversight.
• Manage AML/KYC processes for investor onboarding and periodic reviews, ensuring compliance with regulatory and client requirements.
• Serve as the primary escalation point for complex investor, treasury, and due-diligence inquiries.
• Review and maintain SOPs, workflows, and control frameworks to ensure consistency and operational quality.
• Monitor team performance against established SLAs and KPIs, addressing issues proactively.
• Partner with Fund Accounting and Client Service Directors to ensure seamless end-to-end service delivery.
• Support audit requests and maintain readiness for internal and external audits.
• Provide leadership, coaching, and guidance to managers and analysts within Shared Services.
• Promote a culture of accountability, accuracy, and responsiveness across the team.

Qualification & Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field; advanced degree or professional certification (e.g., CFA, CPA, CAMS) preferred.
• 8+ years of experience in financial services or fund administration, with at least 4 years in a leadership role overseeing multi-functional teams.
• Deep understanding of Investor Relations, Treasury operations, and AML/KYC compliance within private equity, real estate, or alternative investment funds.
• Familiarity with regulatory frameworks and industry best practices for investor onboarding, capital activity, and anti-money laundering requirements.
• Proven ability to lead and develop high-performing teams across multiple disciplines.
• Strong stakeholder management skills, with experience in resolving complex client and operational issues.
• Exceptional communication skills to serve as the primary escalation point and coordinate across internal teams and external clients.

Benefits

What’s in it for you?

• Pathways for career development
  • Work with colleagues and clients around the world on interesting and challenging work.
  • We provide internal career opportunities, so you can take your career further within TMF.
  • Continuous development is supported through global learning opportunities from the TMF Business Academy.
• Making an impact
  • You’ll be helping us to make the world a simpler place to do business for our clients.
  • Through our corporate social responsibility program, you’ll also be making a difference in the communities where we work.
• A supportive environment
  • Strong feedback culture to help build an engaging workplace.
  • Regardless of where you are in your career, TMF Group opens a world of opportunity where you will be part of our team and is supported in your global career journey.
  • Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work-life balance to perform at your best.
  • At TMF Group, it’s our people who make us who we are. Our company thrives on entrepreneurial spirit and is full of proactive people who combine enthusiasm with responsibility and accountability.