Fund Partner Governance & Services Support

Competitive | Surrey | Contract
Posted 3 months ago

Fund Partner Governance & Services Support

Are you a Fund Partner Governance and looking to progress in to your next contract role? Would you like to join a large Asset Management Company? Would you like to lead the future in a large organization? Look no further the perfect opportunity is right in front of you!!

Our leading Asset Management Client are looking for a Fund Partner Governance & Services Support to join there global organisation.

An extremely exciting opportunity based in Kingswood Surrey! An organisation that offers real value to ALL employees.

Fund Partner Governance & Services Support

Purpose of the role?
The role will support the Fund Partner Governance and Services Team in the delivery of the team responsibilities, new initiatives and projects which require facilitation across multiple FIL internal departments, third party providers as well as their Transfer Agents / Pricing Agents.

The role will require supporting members of the Fund Partner Governance & Services Team by providing administrative support that is needed to so the team can ensure third party providers adhere to their contractual obligations and actively manage poor performing groups, delivering a clear strategy for service improvement.

The role will involve some interaction with the Fund Partner Relationship Team, Fund Partner Business Development Team as well as Operations, Platform Proposition, Compliance, Customer Services, Global Pricing Group and other key stakeholders.

Role Accountabilities
• Producing reports on third party providers operational performance and assisting in identifying causes of poor performance
• Assist in the production of operational performance reports and sending these out to third party providers by email
• Sending out due diligence questionnaires to third parties, monitoring and chasing for responses and tracking progress
• Support FP governance and service team with the third party billing process, by collating spreadsheet summaries of invoices and chasing the operations teams for updates where required
• Reviewing monthly third party credit score data and highlighting poor scoring to a member of the team
• Reviewing fund management trade press and copying relevant news items into an internal data base
• Assisting the team with the new provider on boarding process by completing and sending out new account opening forms and checking that accounts are opened

Knowledge, Skills and behaviours required
• Fair / good understanding of Excel
• Numerate
• Good appreciation of Word and use of Email communication
• Good understanding of appropriate business emails and letters
• Commitment – We are committed to our clients and proud to work for Fidelity. We push through obstacles to make things happen; we make decisions quickly and thoughtfully. We are individually committed to building a culture of excellence.
• Collaboration – We collaborate with colleagues, seek alternative views, invite different ideas and always challenge traditional thinking. This approach allows us to create a whole that is much greater than the sum of its parts.
• Client Focus – We are expected to, and measured on, our ability to put our client first. We go the extra mile to understand their needs and strive to exceed their expectations. We listen carefully, we communicate clearly, and we’re quick to respond. We’re respectful of the trust placed in us to manage their money.

Required Personal Qualities
• Innovation – Being willing to experiment and try new and better ways to serve our clients.
• Integrity – Taking personal responsibility for always acting in the best interests of our clients.
• Excellence – Striving to be the best while knowing we can always be better next time.

Fund Partner Governance & Services Support

Are you a Fund Partner Governance and looking to progress in to your next contract role? Would you like to join a large Asset Management Company? Would you like to lead the future in a large organization? Look no further the perfect opportunity is right in front of you!!

Our leading Asset Management Client are looking for a Fund Partner Governance & Services Support to join there global organisation.

An extremely exciting opportunity based in Kingswood Surrey! An organisation that offers real value to ALL employees.

Fund Partner Governance & Services Support

For more information about this role, please contact:

Anna Massey

Anna.Massey@interquestgroup.com
01892 553 244

See Anna Massey's jobs
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