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Insurance • Financial Services
Manage the lifecycle and governance of European investment funds, coordinating launches, amendments, mergers, closures, regulatory alignment, product reviews, operational delivery, and stakeholder engagement. The role supports fund strategy, customer outcomes, risk management, documentation, and compliance while collaborating with Product, Legal, Risk, Compliance, Operations, service providers, fund boards, and external partners.
Insurance • Financial Services
Leads financial reporting oversight for public market funds, reviewing administrator-produced financial statements and ensuring compliance with accounting standards, regulations, controls, and internal policies. Provides technical accounting guidance, partners with auditors and fund stakeholders, oversees service-provider performance, resolves reporting issues, drives process improvements, and manages Financial Reporting Supervisors and Analysts.
Insurance • Financial Services
Supports fund finance, expense management, budgeting, accruals, invoice processing, expense allocations, reporting, and financial controls across public-market fund structures. Oversees third-party service providers, analyzes expense trends and variances, resolves exceptions, collaborates with internal stakeholders, and improves processes, procedures, controls, and reporting efficiency.
Insurance • Financial Services
Leads investment monitoring and oversight for European funds and client portfolios, supervising delegated portfolio managers and serving as Designated Person for Investment Management subject to CBI approval. Ensures investment strategies comply with mandates, policies, restrictions, and governance requirements. Supports fund launches, segregated mandates, board reporting, risk escalation, regulatory obligations, and client investment propositions. Partners with fund managers, distribution, and client management teams across diverse asset classes.
