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Investment Oversight Specialist
2 months ago
Margetts Fund Management Ltd is seeking an experienced Investment Oversight Analyst to play a critical role in ensuring the effective oversight of our Collective Investment Schemes and their appointed Investment Advisers.
Key Responsibilities:- Conduct daily monitoring of relevant Investment and Borrowing Powers and prospectus rules, 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 (MI) and seek process efficiencies.
- Attend and prepare MI for Committee meetings covering areas such as Investment Risk, Valuation and Liquidity Oversight.
- Support the development of Business as Usual (BAU) processes and ongoing project activity.
- 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 inter-personal, 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.
Margetts is an Authorised Corporate Director (ACD) to several ranges of regulated retail funds totalling c. £9Bn. The funds managed include multi-manager, direct equity, mixed investments, derivatives and property. As an ACD, we are authorised by the Financial Conduct Authority to establish and manage Collective Investment Schemes (Funds). Our responsibilities 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.
Our Company Values- We will add value: 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 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.
- We will be smart: We will invest in our people and our business in order to continue to adapt and improve our services.
- We will enjoy what we do: We will encourage each other, recognise and celebrate our achievements.
