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Manager - Funds Dealing Services

Purpose of the role:

Day to day management of the team, ensuring all client-dealing requirements are actioned efficiently - investigating and resolving any dealing challenges.

Responsibilities:

  • To undertake regular risk assessments of operational procedures to identify opportunities to enhance controls and reduce operational risk
  • Arranging production of Management Information within strict deadlines, undertaking analysis to identify trends and proposing enhancements
  • Monitor service levels of providers and 3rd parties and escalate as required
  • Gain sufficient knowledge of all platforms and to be seen as an expert in FDS associated applications
  • Act as first point of escalation for internal and external clients
  • Demonstrate strong client focus skills, taking a lead role in client service reviews where required
  • Actively support the sales and on-boarding process
  • Identify opportunities to increase efficiency and reduce costs
  • Take ownership of complex issues working towards resolution by employing a Simple & Efficient mind set

Skills required:

  • Holding or working towards Chartered Institute for Securities and Investment Unit 2
  • Computer literacy across a variety of applications
  • Knowledge of Fund processing, the technical intricacies and the involved parties
  • Thorough understanding of the features of the different types of relevant Collective Investment Funds. Including the ability to understand complex fund documentation
  • Have the ability to demonstrate a good understanding of the compliance and regulatory environment
 

Fund Administration

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