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Investment Oversight Analyst
2 months ago
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 crucial role in the oversight of our Collective Investment Schemes and their appointed Investment Advisers.
Key Responsibilities:
- Carry out daily monitoring of relevant Investment and Borrowing Powers and prospectus rules, engaging with the Compliance team and investment managers where required.
- 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.
Requirements:
- 3-5 years of experience in an investment oversight or investment analyst role at a regulated firm.
- Understanding of key investment risks and how to measure them.
- Effective use of Microsoft Office and financial data software (Morningstar, Bloomberg, FE).
- Relevant professional qualification such as IOC, IMC, CFA, CISI.
- Ability 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 totalling c. £. The funds managed include multi-manager, direct equity, mixed investments, derivatives and property.
Our Values:
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.
What We Offer:
We will provide training and developing our staff and Directors, learning and implementing new technologies, applying new ideas and being aware of our competition and regulatory requirements.
