Technical Specialist Fund Oversight
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking a talented individual to join our team in Glasgow, which is responsible for duties relating to funds assessment of value and due diligence of EPFL's delegated third-party investment management firms, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. You will operate within defined standards and guidelines which are aligned to service level agreements and data quality controls.
As Technical Specialist - Fund Oversight, your responsibilities will include among others
- Delivery of your portfolio of funds assessments of value, liaising with delegated third-party investment managers and other stakeholders as necessary, assessing qualitative and quantitative data and presenting to the relevant EPFL governance committee
- Delivery of completed due diligence on delegated third-party investment management firms and presenting analysis and recommendations to the relevant EPFL governance committee
- Ensure that all tasks are completed to a high standard, any anomalies are reported to your line manager within agreed timescales and personal and team KPI’s / KRI’s / MIR are met
- Support the change management programme relevant to your area and be actively involved in the development and delivery of changes to operational and systems infrastructure
- Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner
- Demonstrate a thorough understanding of the firms regulatory framework and how this applies to your role and have an understanding of the risks to clients within their operation and how these will be mitigated
Qualifications
To be successful in this role, you should
- ACD or fund administration experience gained within a financial institution
- Demonstrable knowledge of authorised funds, including relevant terminology
- Demonstrable knowledge of the regulatory environment and how it applies to and impacts your role
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel
- Demonstrate ability to understand and summarise complex information in a professional and concise manner
- Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences
Desired
- Experience of delegating and reviewing work advantageous but not essential
- Relevant professional qualification(s) desirable e.g. CISI Investment Operations Certificate
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Average salary estimate
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Evelyn Partners, a leading name in wealth management, is on the lookout for a Technical Specialist - Fund Oversight in Glasgow. If you're passionate about fund management and enjoy the thrill of ensuring compliance with regulatory standards, this role could be a perfect match for you! As part of our dynamic team, you will be pivotal in delivering accurate funds assessments of value and conducting due diligence on our delegated third-party investment management firms. Working closely with various stakeholders, you'll assess both qualitative and quantitative data, ensuring open communication and transparency in all your interactions. Not only will you provide insightful analysis and recommendations to our governance committees, but you'll also be actively involved in our change management programs, shaping our operational and systems infrastructure. Your expertise in fund administration, coupled with your solid understanding of the regulatory landscape, will be crucial as you navigate day-to-day responsibilities. At Evelyn Partners, we pride ourselves on our commitment to creating a supportive and inclusive work environment, where your personal and professional development is a top priority. If you thrive on attention to detail and are ready to step into a role that places you at the heart of fund oversight, we encourage you to join our passionate team and take your career to the next level with us!
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Our purpose is to place the power of good advice into more hands
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