Senior level resource – high calibre individual with excellent analytical ability, proven knowledge of the regulatory environment and significant investment management experience.

Responsibilities

Extensive interaction with portfolio managers, traders and client integration teams, thus demonstrates excellent communication and stakeholder management skills and ability to work effectively in a deadline driven environment.

Within client services provides support to all operational aspects of client transition events to include account opening, terminations, product/portfolio changes etc.  A high level of risk awareness and strong controls focus together with experience of dealing with custodian banks, clients, outsourcing providers and vendors.

Typical skills set

Previous experience of portfolio monitoring, together with good knowledge of a wide range of investment types (UCITs rules, COBS, AML)), and experience of coding investment restrictions into a compliance monitoring system.

Strong academic background, investment experience and excellent knowledge of the regulatory environment. Confident self-starter with a pro-active approach, inquisitive mind and strong controls focus.