Gerry Gallagher Email & Phone Number

Dublin, Leinster, Ireland

Currently working as Manager of Client Operations Events Team. Main duties include onboarding all new clients, monitoring and maintaining pipelines, launching new share classes (e.g. UCITs, QIF, CCF & PIF), monthly reporting, as well as day to day email requests.

Dublin

I am a hard working, motivated person working in a challenging and expanding environment. HedgeServ is a fast paced workplace within which I have build an excellent understanding of the financial services industry. From dealing with clients, investors, other financial institutions and internal departments within HedgeServ I am now confident with the day to day working of a fund administrator.Duties Include:-Review investor transaction instructions to ensure all requisite information is provided. Follow-up with investor for further clarification where required. - Liaise with investors to obtain fully executed transaction instructions.- Liaise with investors to ensure subscription proceeds are provided timely.- Ensure appropriate AML/KYC documentation is provided by investors.- Ensure all FATCA and CRS Documentation is provided by investors.- Input Investor Transactions- Reconcile the subscription/redemption bank account daily, and notify all discrepancies to supervisor.- Preparation of wire transfers to Prime Brokers, Investors and for payment of fees.-Investor Reporting – prepare investor reports, including but not limited to Investor Statements and Contract Notes for distribution to investors-Client Reporting – prepare client reports, including but not limited to, Capital Activity Report, ERISA Report, Authorised Share Capital Reports for distribution to clients.-General Investor Services – fielding general requests from investors including, but not limited to, requests for duplicate investors statements, inquiries on previous transaction activities, performance requests whilst at all times ensuring that all communication is with authorized person.- Distribution of Fund Performance in line with client requirements.- Preparation of investor audit requests.- Establish good working relationship with other internal departments- Implementing and applying any new department procedures or requirements

Stillorgan

I was employed by O‘Farrell School and Sports as the Manager of the Sports section of the business. This involved ensuring the smooth and efficient day to day running of the business, including ordering of merchandise, stock control, balancing of accounts, human resource management and customer care.Duties Included:Leadership:-I launched the opening of the new store in Stillorgan for the O’Neill chain. This involved employing staff, merchandising and operations of the store on a day to day basis.Human Recourse Management:-As manager of the store, I was involved in the recruitment and in-house training of new staff members, making sure that all staff were kept up to date with procedures and employment regulations to enable the store operated in an efficient manner.Communication:-Dealing with customers and staff on a daily basis both in store and over the phone. On occasion I successfully dealt with difficult customer service situations and amicably resolved them to the satisfaction of both parties. I had regular meetings with senior management and daily negotiations with external suppliers.Cost Optimisation:-I have gained experience in producing the month end banking reports for the sports end of the business. This includes ensuring that the accounts are balanced and that all expenditure is properly recorded. This requires a proficiency in book keeping and account management. Working under pressure:-It was essential to meet tight deadlines, complete tasks effectively and efficiently during busy periods in store. I coped efficiently under pressure, ensuring that targets were met with maximum results. Despite the challenge of the retail climate at the time the store had achieved increased sales on a consistent basis.Working on my own initiative:-In my managerial role I was required to make executive decisions regarding stock levels, merchandising and marketing strategies.

Blanchardstown Shopping Centre

My role in Champion Sports consisted primarily of customer service, accompanied by merchandising and stock control. During my time with Champion Sports, my interest in the business was recognized. As a result I was invited to attend further training in the area of footwear, which was the basis on which I consulted with management on the purchases of different brands of athletic shoes.

Structural Engineering

Degree, Structural/Civil Engineering

Activities and Societies: I was an active member of the DIT GAA Club. I played on the Sigerson team that reached the final in 2009. During.