- Ensuring the initial due diligence on new investment managers and new fund propositions
- Adhering to COLL regulatory requirements
- Monitoring funds and their investment and borrowing powers
- Providing support to resolve technical queries
- Analyse the funds’ performance, liquidity and turnover
- Providing meaningful MI to the wider team
- Positively contribute to process improvement and change initiatives
Back to searchMeraki Talent are proud to be working with a UK Wealth Management business who are actively seeking a Fund Oversight professional to join an existing team within Glasgow. We are looking to speak to those who have a proven track record in the checking and administration of the Fund Oversight duties. It is imperative that applicants are able to display a strong understanding of regulatory requirements. Key duties will include;
Fund Oversight Opportunity
Meraki Talent Limited
Posted 7 days ago, valid for 20 days
Glasgow, City of Glasgow G62 6EP, Scotland
£24,000 - £28,800 per annum
Full Time
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Sonic Summary
- Meraki Talent is seeking a Fund Oversight professional for a UK Wealth Management business in Glasgow.
- Candidates should have a proven track record in fund oversight duties and a strong understanding of regulatory requirements.
- The role involves due diligence on investment managers, monitoring funds, and providing meaningful management information.
- Applicants must have a Financial Services background with fund administration experience and knowledge of COLL regulations.
- This permanent position offers a competitive salary and a flexible benefits package with a hybrid working approach.