Investment Oversight Specialist

3 weeks ago

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

Position Overview:

We are seeking a skilled Investment Oversight Analyst to enhance our dynamic team.

Margetts serves as an Authorised Corporate Director (ACD) for a diverse array of UK UCITS and NURS Collective Investment Schemes, with this role concentrating on the supervision of these schemes and their designated Investment Advisers.

The Investment Oversight Analyst operates within the Investment Oversight division and reports directly to the Investment Oversight Manager. This division is tasked with the investment and risk management oversight of all funds and their appointed managers.

Key Responsibilities:

  • Conduct daily assessments of relevant Investment and Borrowing Powers along with prospectus regulations, collaborating with the Compliance team and investment managers as necessary.
  • Contribute to the analysis and recommendations for the annual Assessment of Value report.
  • Assist in the execution and continuous enhancement of due diligence procedures for both new and existing Investment Advisers.
  • Produce high-quality Management Information (MI) and pursue process efficiencies.
  • Prepare MI for Committee meetings addressing areas such as Investment Risk, Valuation, and Liquidity Oversight.
  • Support the evolution of Business As Usual (BAU) processes and ongoing project initiatives.

Desirable Skills and Experience:

  • 3-5 years of experience in an investment oversight or investment analyst capacity within a regulated organization.
  • Familiarity with ACD/AFM operations and related functions such as depositary, fund pricing, and compliance.
  • Comprehension of key investment risks and methodologies for their measurement.
  • Strong analytical and problem-solving capabilities.
  • Knowledge of industry regulations, including the FCA's COLL sourcebook.
  • Ability to evaluate the effectiveness of controls and provide suitable recommendations for enhancements.
  • Capability to appropriately challenge internal and external subject matter experts.
  • Excellent interpersonal, teamwork, and communication skills (both verbal and written).
  • Proficient use of Microsoft Office and financial data software (Morningstar, Bloomberg, FE).
  • Relevant professional qualifications such as IOC, IMC, CFA, or CISI.
  • If not already obtained, there will be an expectation to pursue and complete the Investment Management Certificate (IMC) qualification following a probation period, to demonstrate fundamental investment knowledge and competence.

Company Overview:

Margetts is an Authorised Corporate Director (ACD) managing several ranges of regulated retail funds totaling approximately £9 billion. The managed funds encompass 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). Responsibilities include maintaining a register of investors, managing client money settlements, arranging asset custody, and valuing fund assets to determine buying and selling prices. Margetts focuses on retail investors and provides fund management for various Multi Manager funds.

Company Values:

We will add value: We aim to provide services and products that deliver value exceeding our fees. We prioritize our clients' perspectives in designing, modifying, and discontinuing products and services.

We will be kind: We strive for fairness in all situations, leveraging our advantages to ensure equitable resolutions.

We will fight for what is right: We commit resources to rectify injustices affecting our clients or the market's fair operation, even when it may not align with our commercial interests.

We will be smart: We invest in our people and business to continuously adapt and enhance our services, including staff training and embracing new technologies.

We will enjoy what we do: We encourage recognition and celebration of achievements, fostering a positive work environment that drives high performance.

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