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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.
- 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.
- Other info: Exciting role with potential for professional development in finance.
The predicted salary is between 36000 - 60000 £ 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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and make a lasting impression.
✨Tip Number 2
Prepare for those interviews! Research the company and its UCITS offerings thoroughly. We want you to be able to discuss how your experience aligns with their needs. Practise common interview questions and have some insightful questions ready to show your interest.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your achievements in fund operations and client services. We believe that demonstrating your ability to streamline processes and manage stakeholders effectively can set you apart from the competition.
✨Tip Number 4
Apply through our website! We’ve got a dedicated section for job seekers like you. It’s a great way to ensure your application gets noticed. Plus, we often have exclusive roles listed that you won’t find anywhere else!
We think you need these skills to ace UCITS Client Associate
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 the key responsibilities mentioned in the job description.
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 the team. Don’t forget to mention any ideas you have for streamlining processes, as we love proactive thinkers!
Showcase Relevant Experience: When detailing your work experience, focus on specific achievements related to UCITS funds and client management. We’re looking for candidates who can demonstrate their understanding of regulatory requirements and fund operations, so be clear and concise.
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. Plus, it shows you’re keen on joining our team!
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 nuances of the role.
✨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 with both internal teams and external clients.
✨Be Ready to Suggest Improvements
Think about ways you could streamline processes or automate workflows in your previous roles. Coming to the interview with concrete ideas shows initiative and a proactive mindset, which is exactly what they’re looking for in a UCITS Client Associate.
✨Practice Your Team Collaboration Stories
Since this role involves working closely with various internal teams, prepare to discuss how you've collaborated in the past. Share specific instances where teamwork led to successful outcomes, as this will highlight your ability to fit into their lean team structure.
