Product Governance Specialist [SDR/SFDR]

Description

An exciting opportunity has arisen with a leading global investment management firm to join their product team as a Product Governance Specialist. This is an ideal role for candidates seeking to enter a global team, working across multiple vehicles and structures to assist with the development and management of existing and prospective fund ranges.

 

Key Responsibilities:

• Ensure investment products and strategies comply with SFDR and SDR regulations. Monitor changes in regulations and update internal processes and documentation as needed.
• Manage fund article upgrades & downgrades.
• Oversee communications with third-party service providers such as custodians and administrators.
• Work with the Compliance team to oversee all fund distributors to ensure funds are compliant in their respective jurisdictions.
• Produce, oversee and review fund templates and reports [EMTs, EPTs, SFDR reports etc.] and fund documentation [PRIIP KIDs & UCITS KIIDs].
• Support the launch and closure of funds and share classes and also closely monitor market regulatory changes and advise on relevant fund changes.
• Lead on liaison with the AIFM; ensure reports are received from its delegates and are distributed to the board and relevant funds.

 

Candidate Profile:

• 3 – 5 yrs’ experience in a fund services role. Asset management experience preferred, however candidates from consultancy/paralegal/FCA/third party service providers backgrounds will also be considered.
• Demonstrated understanding of fund structures and a variety of asset classes.
• Previous experience working with third-party service providers such as administrators and custodians.
• Previous experience in the production and oversight of PRIIPS KIDs & UCITS KIIDs.
• Previous experience within AIFM reporting highly desirable.

 

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.