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| Job Details: |
Job
Title: |
DIRECTOR PRIVATE EQUITY FUNDS - * |
| Reference: |
TL6125 |
| Date
Added: |
09 March 2010 |
| Job
Type: |
Full-Time |
| Key Skills: |
(ACCA,Cima,ACA) |
| Description: |
Location - Guernsey. DIRECTOR PRIVATE EQUITY FUNDS
PURPOSE
The Corporate Employee and Executive Services team in Guernsey specialises in Fund administration and International Pension Plans. However, due to continual business growth a career opportunity has arisen for this new role. This position would ideally suit someone with experience or exposure to closed ended investment companies, unit trusts, limited partnerships, property funds and Protected Cell Companies.
RESPONSIBILITIES
Client Service and Relationships
Adopting Director responsibility for the business unit’s portfolio of closed ended investment companies, unit trusts, limited partnership, property funds and Protected Cell Companies
Ensuring that all administration and client service issues are
Proactively assisting clients to plan for forthcoming key events
Attendance at meetings with clients and/or their advisers and the development of relationships with these individuals
Recognising cross selling opportunities and developing portfolio
Technical Competencies
In depth knowledge of UK GAAP and IAS.
Full knowledge of the Protection of Investors Law and licensing requirements
Ensuring that all corporate policies and regulatory frameworks are adhered to
Responsibility for the efficient day to day management of all client’s affairs in accordance with the terms of the appointment including maintenance of all relevant records for the cases held, ensuring action is taken, client queries are investigated and answered in a timely and efficient manner
Be able to review managed investment portfolios and managing the process
Financial Responsibilities
Reviewing client fee agreements and renegotiating as appropriate
Responsible for the achievement of the annual financial plans and targets as determined
Ensuring clients are billed periodically and review WIP figures to ensure maximum recovery. Explain any variances from expected fees taken
Managerial/ Human Resource responsibilities
Responsibility for management decisions regarding the Guernsey fund team
Delegating tasks and monitoring progress, ensuring deadlines are met and understood by staff
Managing, guiding and developing team members, including providing technical expertise
Involvement in recruitment, selection and resource planning
Actively taking part in discussion and implementation regarding new practices and procedures for the department
Encouraging and motivating staff and managing employee performance
KNOWLEDGE AND SKILLS REQUIRED:
Knowledge/ Skill Requirements
Qualified accountant (ACCA or equivalent)
Minimum 8 years experience
Strong management, prioritisation, organisation and delegation skills
Excellent interpersonal skills to allow for good relationships with clients and colleagues
Sound knowledge of tax and legal issues affecting fund administration
Prepared to travel, when required, on company business
Competent IT skills, specifically in Excel |
| Location: |
* |
| Salary: |
£65k - £80k DOE |
| Contact Name: |
Tony Lovegrove |
| Company: |
Wilde Associates |
| Telephone: |
01908 500810 |
| Fax: |
01908 500811 |
| Website: |
Visit advertisers website |
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