Fund Operations Team Lead
2 months ago
Job Summary:
We are seeking a highly skilled Fund Operations Team Lead to join our dynamic CRM Team at HR Genie. As a key member of our team, you will be responsible for ensuring the accurate and timely administration of funds.
Key Responsibilities:
- Oversight and monitoring of daily, monthly, and quarterly team deliverables and client queries and requests.
- Updating, allocation, and monitoring of team BAU daily, monthly, quarterly deliverables.
- Assist in monitoring and maintaining a stable control environment.
- Maintenance of CRM procedure documents, perform review and update processes and procedures to reduce risk and improve efficiencies within the team.
- Assist in annual Internal control review.
- Manage 3rd party service providers.
Requirements:
- Relevant finance or investment degree.
- 4-5 years of demonstrable experience within investment consulting / fund management / asset management including experience of investment report backs to clients.
- Technical knowledge of investments, encompassing knowledge of performance and positioning of funds.
- Strong technical accounting knowledge.
- Proficient with MS Excel.
- Experience with Unit Trusts (advantageous).
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