Authorised Fund Management Oversight Consultant
£47,000 - £60,000 + Bonus + Excellent Benefits
Based Wythall, South Birmingham (B47)
12 Month Fixed Term Contract
Please note that this is initially a 12-month fixed term opportunity (for maternity cover), but this could be extended for an excellent candidate who we feel has the perfect set of skills to help support our ongoing work.
• Do you seek greater exposure to asset / fund management?
• Would you benefit from continued career development and new challenges?
• Would you like to develop new initiatives to maximise the financial benefits to our business?
• Do you thrive on undertaking a wide variety of work in a rapidly changing environment?
Yes? A rare opportunity in the Authorised Fund Management (Phoenix Unit Trust Managers (PUTM)) team within our Investment Office is now available that will provide development opportunities to enhance your stakeholder management skills, along with your understanding of how a fund management business (PUTM) operates within Phoenix Group. With recent acquisition activity within Phoenix Group and a busy agenda ahead of us, it's an exciting time to be at the heart of the PUTM team as we continue to drive our business forward. Come and see how your skills and expertise could help us on our journey!
Reporting to our Head of Authorised Fund Management, you'll be playing a key role within the fund management team in a large life insurance company.
On a day-to-day basis, you'll provide effective oversight of our unit trusts operations by liaising with all internal and external stakeholders. You may find yourself reviewing aspects of investment mandates with the investment manager, producing relevant fund documentation, signing off on daily fund prices, launching new funds or merging funds, reviewing fund report and accounts, monitoring client money balances, integrating acquired businesses, responding to queries from the FCA or using your problem-solving skills to suggest improvements to our processes and frameworks. You'll be developing and maintaining appropriate processes which monitor our compliance with relevant FCA sourcebooks and helping to resolve queries from colleagues across our legal, investment, actuarial, audit, tax, treasury and risk functions as well as external parties including investment managers, fund accountants, transfer agents, depositaries, custodians and auditors. You'll also help to produce management information about PUTM for various committees and the PUTM Board, to help inform business decisions. As you can see, it's a varied role with plenty of opportunities to challenge yourself!
What we're looking for:
With an inquisitive mind, along with a genuine interest in how fund management companies operate, and sound knowledge of governance processes within the Financial Services sector, you'll have excellent planning and organisation skills and be comfortable with seeing tasks through to completion. You'll need to be a strong communicator, as you'll have exposure to a wide range of stakeholders to a senior level. You'll be confident when engaging with others to ensure risk and governance issues are high on the agenda, and not be afraid to speak out or provide challenge if you feel there are any ambiguities or shortfalls in the information which is being created within the organisation. You'll enjoy examining and reviewing MI from a wide range of sources to identify and resolve issues and errors and construct a wider picture of what's really happening across the organisation.
Although this role sits within our fund management team, you don’t need to have a fund management background to excel at this role; individuals with relevant experience within Investment Accounting, Fund Accounting, Risk and Governance, Financial Reporting or Investment Management are also encouraged to apply. It’s the kind of role where you can use your unique perspective to help shape the way in which we do things at PUTM, and ensure we're meeting the high standards of governance and risk management expected within a regulated environment.
We value our employees highly and have been one of 'Britain's Top Employers' for the last 5 consecutive years and are a member of the FTSE 250 index. We put people first in everything we do and are always looking for new professionals to join our talented teams. Our funds are closed, enabling us to focus on areas that other businesses can't. This means that, among the many benefits of working at Phoenix (such as our incredible Wythall location and excellent rewards scheme), our staff can enjoy exposure to a diverse workload not found elsewhere. We're proud of what we do, and we have gained recognition for our distinctive business model. We offer excellent training opportunities, career development and a unique company culture.
N.B. When on the Phoenix Careers site, first time visitors will be asked to register before applying.
Closing date: Midnight, Friday 24th March 2017.