Waystone is a leading global provider of institutional governance, administration, risk and compliance services to the asset management industry.
Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.
With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.

Waystone

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financial-planning-and-analysis

Waystone is a leading provider of specialized services to the global asset management industry, particularly focusing on fund management and administrative solutions. They offer a comprehensive range of services, including risk management, regulatory compliance, and investment servicing tailored to meet complex client needs. Waystone operates as an authorized corporate director and provides ESG solutions, ensuring that their clients can navigate the evolving regulatory landscape effectively.

Waystone is a leading global provider of institutional governance, administration, risk and compliance services to the asset management industry. Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.

• lead and manage the Client Services team within Investment Solutions
• be responsible for all deliverables that the Client Services team have to all stakeholders
• organise, co-ordinate, teach and develop the wider team to support these deliverables
• maintain and develop a leadership role for other team members
• drive discussion on how to market our funds with the team and to brainstorm and develop new materials and content for our business
• communicate on annual targets, deliverables and commitments to all investment managers
• lead & develop our service offering to investment managers and how we can communicate ongoing sales activity, pipeline progression and asset raising achievements
• build and develop the processes and reporting deliverables that the Client Services and Investment Solutions team undertakes
• collect and report on Sales team data in a clear and concise manner to review targets and achievements

Director – Investment Solutions

Director role at Waystone leading Client Services within Investment Solutions. Requires 7+ years experience in Investor or Client Relations teams.

director

• Manage and prepare the UK and Ireland VAT returns and supporting work papers on an accurate and timely basis.
• Coordinate and review the VAT returns for Luxembourg
• Manage and prepare any returns/ regular reporting that Irish Revenue Commissions/ HMRC requires in connection to VAT Compliance.
• Drive Policies and Procedures in Ireland, Luxembourg and UK for VAT.
• Review recovery rates and methodology, critically assessing whether there are gaps/ challenges in current practice and specifying how these can be addressed for Ireland, UK and Luxembourg.
• Manage the VAT Group Structure in Ireland and the UK, identifying areas of inefficiency in our VAT structure and opportunities to improve the structure.
• Assess intercompany recharges and transfer pricing from a VAT perspective.
• Develop a framework for assessing how we contract internally and externally with mind to minimising VAT leakage between Ireland, UK and Luxembourg.
• Work with the Group Outsourcing Team to ensure VAT is incorporate in all new and existing outsourced activities and intercompany agreements.
• Work with finance and management accounting teams to ensure a compliant and optimal set-up of business operations for the purposes of preparing VAT returns.
• Work with group finance to maintain optimal VAT configuration of accounting software.
• Run VAT training workshops for Accounts Payable and Accounts Receivable teams and act as principal counsel on all VAT related billing queries including tax coding, rate changes, place of supply, reverse charge.
• Assist with developing a good working relationships with HMRC/ Irish Revenue Commissioners
• Manage any external corporate audit reviews or HMRC/ Irish Revenue Commissioners/ Luxembourg Inland Revenue VAT audit requests.
• Support any internal compliance monitoring or internal audit reviews of VAT compliance processes.
• Monitor VAT developments to ensure Group complies with all legislative requirements.
• Coordinate external advisers to support with VAT claims and queries.

VAT Director

VAT Director responsible for managing VAT compliance in UK and EMEA regions. Collaborating with finance teams and ensuring effective VAT policy implementation.

human-resources

• Act as a trusted global advisor and senior business partner to the senior leadership team and Exec level, supporting to deliver people plans.
• Provide oversight with proposed solutions to the Country Head of all relevant risks and mitigations to be raised and addressed at exec level.
• Lead and manage projects and work streams arising from the people strategy and other initiatives, including change and transformation activity.
• Demonstrate high levels of commercial acumen and strategic thinking with the ability to work at pace across several senior business stakeholders.
• Translate the company people strategy at a functional level to ensure that function specific targets are met.
• Work with business leaders to continually evolve their functional organisational design in line with Waystone organisational design principles to ensure that the organisation is fit to meet future business strategic aims.
• Support the central development and functional implementation of strategies to support a high-performance culture.
• Deliver annual processes that drive greater business value through people i.e., leadership of the compensation processes & annual performance management process.
• Promote and leverage people MI, providing valuable and key insight to business leaders, translating data and trends into clear people priorities to influence and drive positive change.
• Coach and guide managers on organisational structural changes.
• Facilitate annual talent and succession planning activities.
• Lead the management of employee relations initiatives and issues, such as disciplinary, grievance, dismissal, through to employment regulation and law.
• Collaborate across functions to deliver key people activity through others in an evolving environment.
• Manage day to day HR operations including supporting in the functioning and delivery of processes relating to the entire employee - employer relationship, from onboarding process, probation reviews and appraisals, through to any issues leading to termination.
• Develop processes and initiatives to aid expediency and efficiency.
• Nurturing, coaching and mentoring HR team members and the wider HR community.
• Act as a point of escalation and support for the team and business in complex/critical issues.
• Support the HR team with coaching, challenging, and supporting senior managers on HR issues.
• Mitigate risk and provide challenge, advice, and guidance accordingly through one to ones, and other mediums as necessary.
• Ensure impact of HR teams actions through timely interventions, consistent and accurate guidance, and commercial acumen.
• Assist with Continuing Professional Development of team members.
• Identify people barriers which prevent the organisation from operating effectively and advise/implement strategies to minimise or remove.

Senior HR Business Partner

Senior HR Business Partner at Waystone supporting people strategy and managing employee relations. Leading HR projects and initiatives in a highly commercial environment.

program-manager

• Responsible for holding the business to account for delivery of defined agreed project scope, objectives, budget, project actions and synergy delivery across the Program.
• Establishes, obtains approval for, executes, and continually improves a standardised Program Playbook ensuring a defined, structured approach to project delivery across the Program.
• Leads initial discovery sessions to produce a defined, cross functionally agreed Program Playbook per project.
• Collaborates with Manager - Performance & Analysis to determine, measure, monitor, report on and oversee delivery of individual and consolidated budgets (including financial KPIs (savings, costs) and non-financial KPIs) across the Program.
• Develop robust criteria and budget to facilitate Proof of Concept analysis for project for approval.
• Creates and nurtures professional relationships in IT to ensure delivery across the Program of: IT infrastructure requirements are in place in a timely manner, aligned to the Playbook.
• Business Applications are in place in a timely manner, aligned to the Playbook.
• Identify and recommend re-alignment of projects within Program, to assure timely delivery of stated benefits are met where necessary.
• Establish robust Project Governance Model to facilitate collaboration with project each workstream owners to drive accountability for agreed budgets, hold workstream leads responsible for delivering against budget across the Program.
• Agree ownership, track, monitor and evidence budget delivery including synergies (savings) and dis-synergies (cost) across the Program.
• Ensure project managers and stakeholders clearly define and agree the scope and objectives of each Program project.
• Regularly assess and report on resource performance against project goals and budget.

Program Director – Strategic Transformation

Program Director overseeing strategic transformation initiatives at Waystone, ensuring project deliverables and managing stakeholder relationships effectively.

• Responsible for holding the business to account for delivery of defined agreed project scope, objectives, budget, project actions and synergy delivery across the Program.
• Establishes, obtains approval for, executes, and continually improves a standardised Program Playbook ensuring a defined, structured approach to project delivery across the Program.
• Leads initial discovery sessions to produce a defined, cross functionally agreed Program Playbook per project.
• Collaborates with Manager - Performance & Analysis to determine, measure, monitor, report on and oversee delivery of individual and consolidated budgets (including financial KPIs (savings, costs) and non-financial KPIs) across the Program.
• Develop robust criteria and budget to facilitate Proof of Concept analysis for project for approval.
• Oversees the execution of Program Playbook and ensures all risks, assumptions, issues, and dependencies are known, agreed and monitored and critical milestones are completed fully and on time across the Program.
• Creates and nurtures professional relationships in IT to ensure delivery across the Program of: IT infrastructure requirements are in place in a timely manner, aligned to the Playbook. Business Applications are in place a timely manner, aligned to the Playbook.
• Identifies and recommends re-alignment of projects within Program, to assure timely delivery of stated benefits are met where necessary.
• Establish robust Project Governance Model to facilitate collaboration with project each workstream owners to drive accountability for agreed budgets, hold workstream leads responsible for delivering against budget across the Program.
• Agree ownership, track, monitor and evidence budget delivery including synergies (savings) and dis-synergies (cost) across the Program.
• Responsible for analysing and determining the resourcing requirements for each project within the Program, involving a comprehensive consolidated understanding of project objectives, timelines, connectivity and deliverables.
• Ensure project managers and stakeholders clearly define and agree the scope and objectives of each Program project.
• Ensure specific project objectives and deliverables align type, skills and volume of resources (internal and external) needed and challenge where necessary.
• Responsible for overseeing the performance of all resources deployed to Program, including establishing KPIs, monitoring the performance and reporting results and feedback to Manager – Performance and Analysis.
• Address conflicts or challenges related to resource allocation and performance promptly and diplomatically.
• Consistently creating a positive and collaborative team environment.
• Regularly assess and report on resource performance against project goals and budget.
• Foster open communication channels between Program project teams to ensure shared resource priority, needs and availability is known, measured, and mitigated for.
• Design, implement and execute a Program Communication Plan to ensure information is disseminated efficiently, stakeholders are well-informed, and team members are engaged throughout the Program lifecycle.
• Ensure an appropriate, standardised, commensurate Project Governance Model is in place to oversee, report and escalate matters arising across the Program.
• Communicate set and manage realistic expectations regarding Program deliverables, timelines, and potential challenges at project commencement.
• Communicate clear, timely, appropriate information to all stakeholders on Program objectives, connectivity, progress, deliverables, achievements, and challenges.
• Establish a feedback loop to gather input from stakeholders and team members to foster a culture of continual improvement.
• Provide high-level prompt updates, escalations, and periodic structured reporting to the Head of Strategic Transformation.
• Foster a culture of creativity and innovation within the Program project teams, and across peers in Transformation Office.
• Facilitate brainstorming sessions and workshops to generate innovative ideas, including facilitating an environment where diverse perspectives are welcomed and explored.
• Drive cross functional collaboration to bring diverse expertise to problem-solving, breaking down silos to promote a holistic approach to Transformation.
• Lead diversity embracement, creating an environment where diverse teams can give a broader range of perspectives, ideas, opinions, and are all treated equally.

Program Director overseeing strategic transformation initiatives for financial sector clients. Collaborating with cross-functional teams for project delivery and stakeholder engagement.

general-counsel

• Be part of the senior management of Waystone Continental Europe
• Manage the Legal Department of Waystone Luxembourg
• Ensure the efficiency of the Legal Department and maintain ongoing appropriate level of technical and legal knowledge within the team
• Deal with the different legal and governance aspects related to the different functions of Waystone Continental Europe and especially related to the lifecycle management of investment funds and legal deliverables on strategic projects
• Provide legal advice to other business areas within Waystone Continental Europe
• Contribute to the oversight on the legal developments and ensure participation by a team representative into regulatory projects
• Coordinate and supervise the required approvals and filings with relevant regulatory authorities
• Identify and propose solutions for mitigating the legal risks within Waystone
• Report on legal activities and risks
• Help to draft, vet and negotiate contracts on various legal matters
• Conduct or supervise legal training for Luxembourg staff
• Coordinate, oversee and ensure that the Waystone Continental Europe contracts, legal documents and templates are up to date and compliant with the applicable laws and regulations
• Participate and/or lead to successful completion management’s initiatives and projects
• Participate into external working groups with the fund associations such as ALFI, LPEA, etc.
• Represent and be an ambassador of Waystone in external professional events, conferences, etc.
• Act as a key commercial partner in supporting and advancing Waystone’s strategic expansion.

Head of Legal

Head of Legal managing Waystone Luxembourg's legal operations. Leading legal advisory for investment fund lifecycle and compliance in a diverse, collaborative environment.

• Lead the delivery of Strategic Transformation initiatives (the Program)
• Responsible for holding the business to account for delivery of defined agreed project scope, objectives, budget, project actions and synergy delivery across the Program.
• Establishes, obtains approval for, executes, and continually improves a standardised Program Playbook ensuring a defined, structured approach to project delivery across the Program.
• Collaborates with Manager - Performance & Analysis to determine, measure, monitor, report on and oversee delivery of individual and consolidated budgets (including financial KPIs (savings, costs) and non-financial KPIs) across the Program.
• Creates and nurtures professional relationships in IT to ensure delivery across the Program
• Establish robust Project Governance Model to facilitate collaboration with project each workstream owners

Program Director overseeing Strategic Transformation initiatives for financial sector, collaborating across functions and managing programs. Requires extensive project management experience, especially in integration and budget management.

Waystone

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19 jobs found

Director – Investment Solutions

Waystone

VAT Director

Waystone

Senior HR Business Partner

Waystone

Program Director – Strategic Transformation

Waystone

Program Director – Strategic Transformation

Waystone

Head of Legal

Waystone

Program Director – Strategic Transformation

Waystone