Asset Management Professional

7 days ago

Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time
Job Description

About the Role

Margetts Fund Management Ltd is seeking an experienced Investment Oversight Analyst to join our team. As an Investment Oversight Analyst, you will play a critical role in ensuring the effective oversight of our Collective Investment Schemes (Funds) and their appointed Investment Advisers.

Key Responsibilities

  • Monitor and analyze relevant investment and borrowing powers, engaging with the Compliance team and investment managers as necessary.
  • Contribute to the analysis and recommendations for the annual Assessment of Value report.
  • Support the execution and ongoing development of due diligence processes for new and existing Investment Advisers.
  • Generate high-quality management information and seek process efficiencies.
  • Attend and prepare management information for Committee meetings covering areas such as Investment Risk, Valuation, and Liquidity Oversight.
  • Support the development of business-as-usual processes and ongoing project activity.

Desirable Skills and Experience

  • 3-5 years of experience in an investment oversight or investment analyst role at a regulated firm.
  • Exposure to ACD/AFM business and related functions such as depositary, fund pricing, and compliance.
  • Understanding of key investment risks and how to measure them.
  • Critical thinking and effective problem-solving skills.
  • Knowledge of industry regulations, including the FCA's COLL sourcebook.
  • Ability to assess the effectiveness of controls and make appropriate recommendations for improvements.
  • Ability to apply challenge, as appropriate, to internal and external subject matter experts.
  • Strong interpersonal, team-working, and communication skills (both oral and written).
  • Effective use of Microsoft Office and financial data software (Morningstar, Bloomberg, FE).
  • Relevant professional qualification, such as IOC, IMC, CFA, CISI.
  • If not already held, upon the completion of a probation period, there will be an expectation to study towards and complete the Investment Management Certificate (IMC) qualification, to learn and demonstrate fundamental investment knowledge and competence.

About Margetts Fund Management Ltd

Margetts Fund Management Ltd is an Authorised Corporate Director (ACD) to several ranges of regulated retail funds, totaling c. £9Bn. The funds managed include multi-manager, direct equity, mixed investments, derivatives, and property. An ACD is authorized by the Financial Conduct Authority to establish and manage Collective Investment Schemes (Funds). The responsibilities of an ACD include maintaining a register of investors, including the settlement of client money, arranging safe custody, and valuing the assets held by funds in order to create buying and selling prices of the funds. Margetts focuses on retail investors and also provides fund management to several ranges of Multi-Manager funds.

Company Values

We will add value: This essentially means that we will offer services and products which we believe will add value in excess of the charges we levy. We will think from the perspective of our clients and put ourselves 'in their shoes' when designing, changing, and discontinuing products and services.

We will be kind: We will, at times, have a considerable advantage over competitors, suppliers, clients, and other categories of organizations or people. These advantages may take the form of knowledge, financial backing, and access to professional resources such as legal or accountancy services. Despite any advantage we may have, we will seek the fairest course of action and resolution to any situation, not the remedy which most benefits Margetts.

We will fight for what is right: We will apply our resources to correct injustice which we identify that affects our clients or the fair and efficient operation of markets in which we operate, even if this action is not in our commercial interests provided it does not expose the firm to unnecessary significant risk.

We will be smart: We will invest in our people and our business in order to continue to adapt and improve our services. This will include training and developing our staff and Directors, learning and implementing new technologies, applying new ideas, and being aware of our competition and regulatory requirements.

We will enjoy what we do: We will encourage each other, recognize and celebrate our achievements. If we enjoy what we do, we are more likely to perform our duties to a higher standard.

  • Asset Management Professional

    7 days ago

    Birmingham, Birmingham, United Kingdom Niyaa People Ltd Full time

    About the RoleWe are seeking an experienced Asset Manager to join our team at Niyaa People Ltd. As an Asset Manager, you will play a crucial role in managing assets, capital investment, and sustainability for our clients.Key ResponsibilitiesEffectively consult on contemporary issues surrounding social housing asset management.Actively seek new clients to...

  • Asset Management Professional

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Niyaa People Ltd Full time

    About the Role:Niyaa People Ltd is seeking a highly skilled Asset Manager to join our team. As an Asset Manager, you will play a crucial role in securing and maintaining engagement with clients while assisting with all aspects of assets, capital investment, and sustainability.Key Responsibilities:Effectively consult on contemporary issues surrounding social...

  • Asset Management Professional

    7 days ago

    Birmingham, Birmingham, United Kingdom Niyaa People Ltd Full time

    About the Role:Niyaa People Ltd is seeking a highly skilled Asset Manager to join our team. As an Asset Manager, you will play a crucial role in securing and maintaining engagement with clients while assisting with all aspects of assets, capital investment, and sustainability.Key Responsibilities:Effectively consult on contemporary issues surrounding social...

  • Asset Management Professional

    1 week ago

    Birmingham, Birmingham, United Kingdom Boden Group Full time

    Job Opportunity with Boden GroupBoden Group is seeking a highly skilled Asset Manager to join our team and contribute to the success of our infrastructure management company.Role Overview:The successful candidate will support the General Manager in delivering the Management Services Agreement, ensuring compliance with project specifications and providing...

  • Asset Data Manager

    6 days ago

    Birmingham, Birmingham, United Kingdom Platform Housing Group Full time

    Job Summary:We are seeking an experienced Data Professional to join our dynamic and expanding Asset Management team on a permanent basis. As an Asset Data Manager, you will play a key role in overseeing the accurate and effective management of asset data, driving continuous improvements in data integrity, and ensuring the availability of data for key...

  • Asset Data Manager

    7 days ago

    Birmingham, Birmingham, United Kingdom Platform Housing Group Full time

    Job Summary:We are seeking an experienced Data Professional to join our dynamic and expanding Asset Management team on a permanent basis. As an Asset Data Manager, you will play a key role in overseeing the accurate and effective management of asset data, driving continuous improvements in data integrity, and ensuring the availability of data for key...

  • Strategic Asset Manager

    1 week ago

    Birmingham, Birmingham, United Kingdom Niyaa People Ltd Full time

    Strategic Asset ManagerNiyaa People Ltd is seeking a highly skilled Strategic Asset Manager to join their team. As a Strategic Asset Manager, you will play a key role in securing and maintaining engagement with clients, while assisting with asset management, capital investment, and sustainability.Key Responsibilities:Consult on contemporary issues...

  • Asset Management Consultant

    7 days ago

    Birmingham, Birmingham, United Kingdom CV Library Full time

    About CV LibraryCV Library is a leading job search platform that connects job seekers with top employers across various industries. As a company, we are committed to providing a wide range of job opportunities that cater to diverse skills and experiences.The RoleWe are seeking an experienced Asset Management Consultant to join our team. As an Asset...

  • Infrastructure Asset Manager

    1 week ago

    Birmingham, Birmingham, United Kingdom Boden Group Full time

    Job Opportunity: Asset Manager with Boden GroupBoden Group, a leading infrastructure management company, is seeking an experienced Asset Manager to join their team. This role offers a unique opportunity to work with a top-tier organisation that values innovation and career growth.Role Overview:The successful candidate will support the General Manager in...

  • Property Asset Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom TML Recruitment Full time

    Join a Leading Property Investment Firm Are you currently engaged in property investment or estate management within a consultancy and considering a transition to a client-side position? TML Recruitment is collaborating with a dynamic Property Investor and Asset Manager seeking a seasoned property manager with a commercial focus to enhance their expanding...

  • Asset Data Manager

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Platform Housing Group Full time £50,360 - £55,956

    About the Role:We are seeking an experienced Data Professional to join our dynamic and expanding Asset Management team on a permanent basis.Key Responsibilities:Oversee the accurate and effective management of asset dataDrive continuous improvements in data integrityEnsure the availability of data for key business processesProvide insights that support...

  • Asset Data Manager

    3 days ago

    Birmingham, Birmingham, United Kingdom Platform Housing Group Full time

    Unlock Your Potential as an Asset Data Manager!Platform Housing Group is seeking an experienced Data Professional to join our dynamic and expanding Asset Management team on a permanent basis. This is a unique opportunity to be part of our growing Strategic Asset Management team, where your contributions will help us invest in people and places to create a...

  • Asset Data Manager

    3 days ago

    Birmingham, Birmingham, United Kingdom Platform Housing Group Full time

    Unlock Your Potential as an Asset Data Manager!Platform Housing Group is seeking an experienced Data Professional to join our dynamic and expanding Asset Management team on a permanent basis. This is a unique opportunity to be part of our growing Strategic Asset Management team, where your contributions will help us invest in people and places to create a...

  • Senior Asset Management Consultant

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Arcadis Full time

    Arcadis stands as a global leader in providing sustainable design, engineering, and consultancy solutions for both natural and constructed assets. With a workforce exceeding 36,000 individuals across more than 70 nations, we are committed to enhancing the quality of life. Each member plays a crucial role in our mission. By harnessing the collective strength...

  • Senior Asset Management Consultant

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Arcadis Full time

    Arcadis stands as a premier organization in delivering sustainable design, engineering, and consultancy solutions for both natural and constructed assets. With a workforce exceeding 36,000 individuals across more than 70 nations, we are committed to enhancing quality of life. Each team member plays a crucial role in our mission. By harnessing the collective...

  • Senior Asset Management Consultant

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Arcadis Full time

    Arcadis stands as a premier global firm dedicated to providing sustainable design, engineering, and consultancy solutions for both natural and constructed assets. With a workforce exceeding 36,000 individuals across more than 70 nations, we are committed to enhancing the quality of life. Each team member plays a crucial role in our mission. By harnessing the...

  • Asset Investment Oversight Analyst

    4 days ago

    Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    Job DescriptionWe are seeking an experienced investment oversight professional to join our team at Margetts Fund Management Ltd.Key Responsibilities:Conduct daily monitoring of relevant investment and borrowing powers, engaging with the compliance team and investment managers as required.Contribute to the analysis and recommendations for the annual...

  • Asset Investment Oversight Analyst

    4 days ago

    Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time

    Job DescriptionWe are seeking an experienced investment oversight professional to join our team at Margetts Fund Management Ltd.Key Responsibilities:Conduct daily monitoring of relevant investment and borrowing powers, engaging with the compliance team and investment managers as required.Contribute to the analysis and recommendations for the annual...

  • Asset Manager

    4 days ago

    Birmingham, Birmingham, United Kingdom Niyaa People Ltd Full time

    We are working with Niyaa People Ltd, a leading consultancy, to find a new Asset Manager to join their team. As an Asset Manager, you will be responsible for securing and maintaining engagement with clients while assisting with all things Assets, Capital Investment, and Sustainability.The role is home-based, with site visits across the West Midlands as...

  • Asset Manager

    4 days ago

    Birmingham, Birmingham, United Kingdom Niyaa People Ltd Full time

    We are working with Niyaa People Ltd, a leading consultancy, to find a new Asset Manager to join their team. As an Asset Manager, you will be responsible for securing and maintaining engagement with clients while assisting with all things Assets, Capital Investment, and Sustainability.The role is home-based, with site visits across the West Midlands as...