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Associate Director - Funds, Real Estate & Private Equity

Purpose of the role:

To be responsible for the autonomous management of a group of real estate and private equity funds. Reporting to the Board and overseeing a team, which is inclusive of Relationship Managers.

Responsibilities:

  • Contributing to the strategic direction of the Company and clients
  • Reporting to both the Partner/Director and relevant Board and managing expectations
  • Managing a client book autonomously in all aspects, with hands-on supervision of the operations of the team 
  • To promote the benefits of investing in products and other regulated professional advisors
  • Communicating with Investment Advisors and Managers on investment performance, strategy and compliance matters
  • To engage with its clients and take on mandates  
  • To maintain connections with business providers and actively develop the existing database                                                                                    

Skills required:

  • To be professionally qualified in ICSA/ACCA/ICAEW or equivalent
  • Have 10 years+ experience working in a Trust or Funds environment
  • Have advanced accounting/administration skills
  • Good knowledge and understanding of relevant general UK and US tax principles and tax legislation 
 

Fund Administration

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