Financial Operations Specialist

2 weeks ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

**About the Role**

We are seeking a highly skilled Financial Operations Specialist - Fund Oversight to join our team at Evelyn Partners in Glasgow.

As a key member of our Fund Oversight team, you will play a crucial role in supporting the Assessment of Value on authorized funds to ensure they meet all regulatory requirements and agreed service levels.

Your primary responsibilities will include:

  • Policy Compliance: Ensure the provisions of the EPFL Assessment of Value policy and EPFL Fund Performance policies are met, ensuring timely and effective engagement with stakeholders.
  • Stakeholder Management: Proactively engage with the EPFL Relationship Management Team, sponsors, and relevant committees to conduct professional and well-coached interactions.
  • Reporting and Correspondence: Provide clear, accurate, and non-misleading correspondence and reporting to meet the needs of committees, sponsors, funds, and delegates.
  • Risk Management: Demonstrate a thorough understanding of the firm's regulatory framework and identify potential risks to clients, implementing mitigation strategies as needed.

**What We Offer**

In this role, you can expect a competitive salary of £65,000 per annum, plus benefits that include private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, shared parental leave, fully funded training towards professional qualifications, cycle to work scheme, season ticket loan, eye care support, and more.

Evelyn Partners is committed to creating a diverse and inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. If you're passionate about finance and operations, and want to make a real impact, we encourage you to apply for this exciting opportunity.



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