Funds Development Associate

Robert Half
60000.00 GBP Annual + GBP45000 - GBP55000 per annum
17 Apr 2017
01 May 2017
Contract Type
Full Time

Robert Half Financial Services is working with a global investment management firm based central London recruiting a Funds Development Associate.

This company manage investments for institutions, financial advisors and individuals. They also serve advisors and individuals set on personal financial goals, from preparing for retirement to funding higher education.

The primary focus for this role is to assist with the management of various fund business lines, ranging from European mutual funds (UCITs) to non-UCITs funds.

The main responsibilities include:

Assist team members in the overall fund launch, liquidation and modification processes.

Maintain controls and procedures associated with fund launches, modifications, terminations and transitions. Ensure proper integration of new products and funds into the existing fund administration work flow.

Assist with the internal governance processes to ensure validation and approval of fund events prior to implementation.

Review, understand and effectively talk about the governing documents of our various fund complexes.

Interact with portfolio management, product management, middle office, legal counsel, account management and all functions of fund administration.

Work with and facilitate communication between the London office and global offices.

Ensure connectivity between all relevant internal and external entities associated with various projects.

Develop and maintain procedures manuals for new types of fund structures and fund products.

Review and enhance procedures for existing funds and products based on effectiveness and relevancy.

Assist with managing various relationships with third-party vendors.


Three to five years of industry experience, preferably in asset management.

High level understandings of regulatory requirements in relation to a UCITS fund launch.

Ability to prioritize numerous projects while multi-tasking various projects at one time.

Strong planning and organizational skills required.

Ability to manage internal and external stakeholder groups to fulfil a common objective.

Proven communication ability. Excellent verbal and written skills necessary.

Ability to foresee potential issues and escalate appropriately.

Sharp problem-solving skills and demonstrated ability to work successfully with new and ambiguous fund-related issues.

Working knowledge of finance and investment concepts.

Risk and controls minded

Proficient in MS Word, Excel and PowerPoint

Visio skills recommended, but not required.

Keen learner with an inquisitive mindset.

This is a permanent position paying between GBP45K to GBP55k depending on experience plus great benefits and pension contribution up to 10% plus a generous bonus (discretionary) based on performance.

If you have all the skills above and is a driven and confident individual get in touch as soon as possible as the interviewers will take place on 26/04/17.

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.