Job Summary
The Investment Oversight Manager will lead the oversight of delegated investment managers/distributors to ensure compliance with regulatory requirements and client satisfaction. Key responsibilities include:
* Conducting regular calls with investment managers/distributors to verify compliance and client satisfaction.
* Working closely with product/operations teams to onboard new clients/investment managers.
* Maintaining collaboration with business development team on sales process to prospective clients/managers.
* Monitoring company performance against peers/benchmarks.
Key Responsibilities
Conduct Regular Calls
The Investment Oversight Manager will conduct regular calls with delegated investment managers/distributors to ensure compliance with relevant regulatory requirements and client satisfaction with platform services.
Work with Product Teams
This role involves close collaboration with the product/operations teams to onboard new clients/investment managers onto the platform, ensuring a seamless experience for all parties involved.
Monitor Performance
The ideal candidate will be responsible for monitoring the performance of companies versus relevant peers/benchmarks, providing valuable insights to inform decision-making.
Ideal Candidate
We are seeking an experienced professional with the following qualifications:
* Prior experience in an Investment Oversight position, a distinct advantage.
* Excellent product knowledge across UCITS.
* Exceptional communication skills.
What We Offer
In return for your expertise and dedication, we offer:
* Excellent incentives and benefits.
This is an exciting opportunity to join our growing Dublin office as an Investment Oversight Manager at Oliver-James.