Investment Management Coordinator

3 weeks ago

London, Greater London, United Kingdom Mason Blake Full time

**Job Description**

Mason Blake is seeking a Private Assets Operations Specialist to join their high-performing team. The successful candidate will be responsible for coordinating new fund launches, providing operational oversight and coordination of Private Assets, establishing and maintaining good working relationships with internal and external parties, and ensuring regular meetings are diarised and attended.

Key Responsibilities:

  1. Coordinate new fund launches.
  2. Provide operational oversight and coordination of Private Assets, including general operational support for Private Assets between the Front & Back office and external parties.
  3. Establish and maintain good working relationships with all internal and external parties and ensure that regular meetings are diarised and attended.
  4. Manage the specialist support and oversight for existing and new Private Unit Trusts and Sub-Advisory funds to the Front Office, Swiss Service Centre, and counterparties, including providing regular updates and coordination meetings.
  5. Manage the distribution of regular reports to various Fund Accountants, Depositories, and/or Trustees, including weekly creation and liquidation reports, month-end valuation sign-offs, and semi-annual disclosure reports.
  6. Support with ad-hoc projects.
  7. Assist with process changes and testing around system enhancements.
  8. Provide support for the administration of ISA Plan & General Investment account transfers (transitions).
  9. Provide guidance to the Front Office to ensure the ISA rules are adhered to.

Requirements:

  1. Relevant experience in Private Assets within investment management or a custodian.
  2. Knowledge of HMRC ISA Regulations.
  3. Operations or Product Management background within Private Assets.

What You'll Need to Succeed:

  • An excellent understanding of Private Assets within investment management or a custodian.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritise tasks effectively.

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