Fund Oversight & Operations Manager - 12M FTC
at Robert Walters
London, England, United Kingdom -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 21 Jun, 2024 | Not Specified | 22 Mar, 2024 | N/A | Legislation,Asset Management,Management Skills | No | No |
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Description:
A leading global asset manager are looking for a Fund Oversight & Operations Manager to join their team on a 12 month basis. Fund Oversight & Operations Manager Summary of Role Purpose: * Responsible for leading the delivery of TA related business, fund and regulatory change projects/initiatives from inception up to the successful transfer to the ‘business as usual’ (BAU) environment for UK, Guernsey Ireland and Luxembourg product ranges. * Support the successful day to day oversight and management of TA operational and investor servicing activities for Irish UCITS, Guernsey OEIC, Luxembourg SICAV, LDI and RAIF fund ranges. * Independently project manage a range of BAU and complex change initiatives, chairing and attending project working group meetings and representing the Fund Operations function as required. * Independently support strategic complex change delivery as a TA subject matter expert, delivering a high-quality service. * Work with internal departments to evaluate and implement business/fund change and new regulations in line with requirements. * Identify and implement operational efficiencies and cost saving opportunities, displaying exceptional relationship management skill. * Work closely with relevant TA contacts to ensure there is full awareness and their operating model can support the proposed change initiative. * Ensuring adequate internal/external procedures are established, documented and adhered to.
Responsibilities:
- Independently project manage TA related Fund, Business and Regulatory change initiatives from inception to delivery.
- Independently perform business analysis of change initiatives to fully understand and communicate the relevant impact in terms of operational delivery and cost
- Contribute to effective day to day oversight of all TAs and their associated partners/affiliates;
- Responsible for the documentation, analysis & prioritisation of requests received from internal or external stakeholders;
- Have understanding of internal and regulatory announcements and updates that have an impact on TAs or the wider Asset Management lifecycle including new regulation
- Assist in defining TA change requirements with relevant internal stakeholders, managing their expectations and ensuring they’re accurately submitted to the impacted TA(s);
- Manage the TAs to ensure they have a comprehensive understanding of change requirements relating to specific initiatives and they’re aware of and deliver on their actions;
- Work with Head of Offshore TA & Fund Operations EMEA to accurately report resource capacity across the team;
- Work with Fund Accounting colleagues to ensure there is a common understanding of change requirements and priorities, the teams are aligned, and best practice is applied
- Attend and chair specific project committees and working groups with key internal stakeholders and/or the TAs for the appropriate project management maintenance
- Provide post-delivery support to all end-users and update/maintain project procedures/checklists;
- Engage with TA Oversight colleagues and other key stakeholders (where applicable) through the lifecycle of any change activities to ensure full awareness and understanding is achieved;
- Ensure any TA Agreements, SLAs and KPIs are amended where applicable as a result of any change activity;
- Ensure all internal/external project/change costs are approved in advance of initiating any change activity (where possible) and the costs are managed through to the completion of the project.
- Maintain communication links with TA’s, custodians, fund managers and other related business relationships;
- Provide technical support and advice to various internal business areas;
- Crisis management handling, reporting and escalation;
Additional information / required experience, knowledge, and qualifications:
- Extensive EMEA Transfer Agency oversight and operational experience
- Strong knowledge of UK and European fund structures and the associated regulations/legislation
- Thorough understanding of the asset management lifecycle
- Strong interpersonal, relationship and stakeholder management skills
- Excellent organisational, analytical and conflict management skills
- Ability to independently deliver projects as requested, on time and within budget
- Highly flexible and adaptive to change
- Ability to manage multiple projects and prioritise appropriately, identifying team pressure points
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
A leading global asset manager are looking for a Fund Oversight & Operations Manager to join their team on a 12 month basis.Fund Oversight & Operations ManagerSummary of Role Purpose:* Responsible for leading the delivery of TA related business, fund and regulatory change ..
Responsibilities:
- Independently project manage TA related Fund, Business and Regulatory change initiatives from inception to delivery.
- Independently perform business analysis of change initiatives to fully understand and communicate the relevant impact in terms of operational delivery and cost
- Contribute to effective day to day oversight of all TAs and their associated partners/affiliates;
- Responsible for the documentation, analysis & prioritisation of requests received from internal or external stakeholders;
- Have understanding of internal and regulatory announcements and updates that have an impact on TAs or the wider Asset Management lifecycle including new regulation
- Assist in defining TA change requirements with relevant internal stakeholders, managing their expectations and ensuring they’re accurately submitted to the impacted TA(s);
- Manage the TAs to ensure they have a comprehensive understanding of change requirements relating to specific initiatives and they’re aware of and deliver on their actions;
- Work with Head of Offshore TA & Fund Operations EMEA to accurately report resource capacity across the team;
- Work with Fund Accounting colleagues to ensure there is a common understanding of change requirements and priorities, the teams are aligned, and best practice is applied
- Attend and chair specific project committees and working groups with key internal stakeholders and/or the TAs for the appropriate project management maintenance
- Provide post-delivery support to all end-users and update/maintain project procedures/checklists;
- Engage with TA Oversight colleagues and other key stakeholders (where applicable) through the lifecycle of any change activities to ensure full awareness and understanding is achieved;
- Ensure any TA Agreements, SLAs and KPIs are amended where applicable as a result of any change activity;
- Ensure all internal/external project/change costs are approved in advance of initiating any change activity (where possible) and the costs are managed through to the completion of the project.
- Maintain communication links with TA’s, custodians, fund managers and other related business relationships;
- Provide technical support and advice to various internal business areas;
- Crisis management handling, reporting and escalation
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
IT Software - Other
Finance
Graduate
Proficient
1
London, United Kingdom