29 Nov 2019

Consultant, Trustee Oversight

Ref 32819

Reporting to the head of Custody and Trustee services, this senior role will be a key member of the Guernsey Trustee Team.  This is a varied role involving technical, monitoring and oversight support to a variety of legal entities and 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 
  • Take responsibility for and lead new business on-boarding / change management projects within the team.
  • Support and provide MI reporting to the relevant depositary governance forums.
  • Deputise for the Head of Department when necessary.
  • Act as a point of escalation within the business.
  • Undertake A Signatory responsibilities.

The desirable candidate will have experience in alternative investments (PE, Property etc), oversight of outsourced functions, third party due diligence visits (Manager, Administrator, Custodian), hold or working towards financial services qualification – ACCA, ICSA, STEP or other finance related and have an analytical approach and the ability to produce clear and concise reports.


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