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Fund Oversight & Governance

  • Permanent

William Rose Associates are currently partnering with an established Investment Management Firm based in London, which is looking for a Fund Oversight & Governance Analyst to join the business.

ESSENTIAL SKILLS | Fund Oversight & Governance Analyst

  1. Holds CISI Investment Operations Certificate, IMC, or equivalent qualification.
  2. Strong understanding of fund structures and the investment environment.
  3. Experience managing standing data in investment systems.
  4. Over five years of experience in Investment Operations.
  5. In-depth knowledge of Unit Linked principles and practices.
  6. Skilled at identifying, interpreting, and managing risks; able to escalate issues when necessary.
  7. Approachable and collaborative team player.
  8. High attention to detail and commitment to accuracy.

 OVERVIEW | Fund Oversight & Governance Analyst

We are seeking a Senior Analyst to join our Fund Oversight & Governance team, where you will play a key role in ensuring the smooth operation of critical functions related to fund management. This includes overseeing the maintenance of standing and static data across the company’s technology infrastructure, supporting business growth by ensuring successful fund onboarding, and managing Fund Change activities across the platform. You will also contribute to data reporting needs to help drive decision-making.

If you have experience in investment operations, strong technical knowledge, and excellent organisational skills, we encourage you to apply.

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William Rose Associates
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