14 Jan 2020

Associate Consultant, Trustee Oversight

Ref 32819

Our client is seeking an Associate Consultant to join their Trustee Team. This is a varied role involving technical, monitoring and oversight for a variety of fund structures including alternative investment vehicles. 

Key responsibilities:

  • Oversee the daily, weekly and monthly checks for trustee functions.
  • Management of enquiries from - Client, Board, Custodian, Fund Accountant.
  • Monitor and report on the effectiveness of operational output from outsourced locations. 
  • Co-ordinate, undertake and report upon onsite due diligence and client visits – overnight travel may be required from time to time.
  • Take responsibility for and lead new business on-boarding / change management projects within the team.
  • Support and provide MI reporting to the relevant internal governance forums.

The desirable candidate will have 2+ years’ experience within the financial services industry and hold or be working towards a financial services qualification – ACCA, ICSA, STEP or other finance related desirable. They will also have experience in alternative investments (PE, Property etc), oversight of outsourced functions, 3rd party due diligence visits (Manager, Administrator, Custodian) and have excellent communications skills.




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