Shareholder Services Specialist

First Eagle Investment Management•Columbus, NY

23h•Hybrid

About The Position

First Eagle is seeking an organized and proactive Operations Specialist to join the Shareholder Services team. Shareholder Services supports the US and internationally registered funds covering the full lifecycle of investment accounts. The ideal candidate will be based in Columbus (OH) and will be responsible for the duties below and have the following qualifications for this role.

Requirements

Undergraduate degree in Finance, Business, or a related field.
5+ years of relevant experience within asset management or financial services.
Must have mutual fund experience.
Knowledge of Transfer Agency applications, specifically SS&C, is preferred.
Experience navigating wirehouses, IBDs, RIAs, and technology platforms such as iCapital, CAIS, or Subscribe.
Series 6 and 63 are preferred but not required.
Strong skills in collecting, organizing, and analyzing complex data sets.
Proven ability to lead transformation efforts, build new processes from scratch, and optimize existing workflows.
Exceptional writing, presentation, and interpersonal skills to build confidence with internal stakeholders and external counterparties.
Meticulous attention to detail with a constant focus on operational risk mitigation.
Ability to thrive in a fast-paced environment and navigate demanding situations independently while managing multiple deadlines.

Nice To Haves

Preferred experience includes Interval funds, BDCs, ETFs, and Irish investment funds (ICAV).
Series 6 and 63 are preferred but not required.

Responsibilities

Oversee and test policies for processing, call centers, and compliance; monitor blue sky registrations and manage 22c2 market timing reviews
Support TA enhancements and system applications across all First Eagle product types.
Manage operational changes with TA and distribution partners, ensuring all updates and corporate actions (via DTCC’s Mutual Fund Profile Service (“MFPS“) and Mutual Fund Information Exchange “MFIX“) meet strict effective dates.
Coordinate the delivery of periodic distributions, annual capital gains, and dividends in partnership with Fund Administration.
Manage the production and mailing of shareholder prospectuses and annual reports; oversee print vendor relationships and website updates.
Act as a resource for Retail, Institutional, and Retirement teams regarding prospectus eligibility, onboarding, and platform distribution queries.
Maintain account applications and investor materials; update internal process workflows and procedure manuals.
Use tools like Monday.com to track projects and ensure the team hits critical deadlines.
Consolidate and disseminate large trade notices to Portfolio Managers.
Assist with ICI standardized reporting and tax output reviews; prepare materials for Board of Directors meetings.
Handle audit requests, invoice processing, and recurring monthly/quarterly reporting for internal and external stakeholders.