Associate, Operations & Oversight
Core
Support operational governance and administration of managed investment schemes and client structures within a corporate trustee environment.
Role type
Associate, Fund Operations & Trustee Services
Builds
Operational workflows, custody accounts, regulatory registrations, and tax documentation for managed funds.
Domain
Financial Services / Fund Administration / Trustee Services
Deliverable
product features
Required skills
Fund administration, custody operations, regulatory compliance, tax documentation, stakeholder management, process improvement, risk management, Microsoft Excel
Responsibilities
Coordinate custody account openings and maintenance; support onboarding of managed investment schemes; manage market account renewals and tax reclaims; coordinate fund-related payments; act as key contact for operational queries; monitor service provider performance; maintain procedure documentation; support operational risk management activities.
Seniority
Associate, entry-to-mid level IC