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For Companies At a Glance
- Tasks: Support UCITS investors and streamline fund operations in a dynamic team.
- Company: Join a leading asset manager with a strong performance record.
- Benefits: Great growth opportunities, competitive salary, and a collaborative work environment.
- Other info: Be part of a lean team in London with exciting challenges.
- Why this job: Make an impact in investment management while developing your career.
- Qualifications: 3-6 years of experience in fund operations and a relevant degree.
The predicted salary is between 45000 - 55000 £ per year.
We are working with a specialist asset manager that is hiring a UCITS Client Associate to join a lean team in London. This new headcount reflects the strong performance the firm has had and offers great growth & development opportunity. This is a mid-level role specifically targeted at individuals with a total of 3-6 years' experience post-university.
Key Responsibilities
- Support all aspects of servicing UCITS investors and distribution partners, including onboarding, transitions, restructurings, closings, and complex cash flow management.
- Provide ad-hoc support for institutional separate account clients.
- Oversee the coordination of fund documentation (factsheets, KIIDS etc.), ensuring compliance with UCITS regulations.
- Collaborate with internal teams on new fund and share class launches.
- Proactively suggest ideas for streamlining processes and automating workflows to improve efficiency.
Requirements
- Bachelor’s degree in Finance, Business, Economics, or related field.
- 3-6 years of experience in fund operations or client services covering UCITS investors (and additional experience with separate account clients would be desirable).
- Working knowledge of UCITS funds, in terms of the regulatory requirements, reporting and fund operations, is essential.
- Excellent stakeholder management skills and ability to work across multiple internal teams.
Seniority level Associate
Employment type Full-time
Job function Other
Industries: Investment Management and Financial Services
UCITS Client Associate in England employer: William Blake Group
Contact Detail:
William Blake Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land UCITS Client Associate in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars where you can meet potential employers and showcase your knowledge about UCITS funds.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UCITS regulations and fund operations. We recommend practising common interview questions and having examples ready that highlight your experience in client services.
✨Tip Number 3
Showcase your problem-solving skills! During interviews, be ready to discuss how you've streamlined processes or improved efficiency in previous roles. This will demonstrate your proactive approach, which is key for the UCITS Client Associate role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace UCITS Client Associate in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the UCITS Client Associate role. Highlight your experience in fund operations and client services, especially with UCITS investors. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills can benefit our team. Be sure to mention any specific experiences that relate to the responsibilities outlined in the job description.
Showcase Your Knowledge: Demonstrate your understanding of UCITS regulations and fund operations in your application. We love candidates who can speak confidently about the industry and show us they’re up-to-date with current practices.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at William Blake Group
✨Know Your UCITS Inside Out
Make sure you brush up on your knowledge of UCITS funds and their regulatory requirements. Being able to discuss specific aspects of fund operations and compliance will show that you're not just familiar with the terminology, but that you truly understand the intricacies involved.
✨Showcase Your Client Service Skills
Prepare examples from your past experience where you've successfully managed client relationships or resolved issues. Highlighting your stakeholder management skills will demonstrate your ability to work effectively across teams, which is crucial for this role.
✨Be Ready to Suggest Improvements
Think about ways you could streamline processes or automate workflows in your previous roles. Bringing ideas to the table during the interview will show that you're proactive and ready to contribute to the team's efficiency right from the start.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth plans, team dynamics, or specific challenges they face in servicing UCITS investors. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals.