Assistant Manager - Fund Solutions, Real Estate

Our Client has an opening for an Assistant Manager within its Real Estate team.

This a great opportunity for someone to work across the whole of the department and would suit an individual with previous Real Estate experience as well as Co-Sec experience.

Responsibilities will include:

  • Collaborating with your team to manage your client's portfolio, offering advice from our internal processes.
  • Becoming an expert in technical matters relating to funds, including any regulatory requirements that are applicable to your clients.
  • Considering at all times the “Money Laundering” and “Know Your Clients” issues and reporting any concerns to the Compliance Team.
  • Being a Subject Matter Expert (SME) for NAVOne; providing training to the team so that you enhance the skillset of the team as a whole and help develop others to become SMEs.
  • Proactively managing and developing client relationships, playing a key role in business development.
  • Reviewing administration outputs for issue to investors/third parties, or for subsequent review by the client. Ensuring that checklists have been followed by the team and that the team have a clear understanding of what is required in each step. 

Requirements:

  • Experience in a similar role.
  • Hold ICA or equivalent professional qualifications.
  • Knowledgeable in NAV One and Investran, or other similar business systems .

For more information on this role please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Wed, 29 May 2024
Closing Date: 
Tue, 27 Aug 2024
Reference: 
11995

Share this job

Cookies on this website
We need to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.