Executive Consultant at William Blake Group
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
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UCITS Client Associate in England employer: William Blake Group
William Blake Group is an exceptional employer, offering a dynamic work culture that prioritises professional growth and development in the private wealth advisory sector. With a focus on high-net-worth and ultra-high-net-worth clients, employees benefit from a collaborative environment that encourages innovation and relationship-building, alongside competitive remuneration and comprehensive support for ongoing qualifications.
