Head of Client Asset Oversight

11 February 2025

A leading Investment Management firm are seeking a Head of Client Asset Oversight (PCF) to join their firm on a permanent basis. In this role, you will lead a team, and provide internal examination and monitoring of the processes, systems and controls put in place by management and ensure success of the Client Asset Oversight function. 

 

Key Responsibilities will include: 

  • Ensure relevant funds agreements are obtained and maintained in accordance with relevant regulations
  • Conduct reviews of Funds Facilities Agreements and Financial Instruments Facilities Agreements to ensure compliance
  • Ensure the client asset management plan is maintained and all information is updated regularly
  • Undertake risk assessments on client assets

 

Key Requirements will include:

  • Relevant experience in a similar role with a willingness to take on the PCF designation
  • Strong stakeholder management experience
  • At least a bachelor’s degree in a relevant discipline (e.g. business, accounting, finance, etc.)
  • Senior Management experience working with similar teams (Client Asset Oversight)
  • Strong regulatory knowledge and interest in up-to-date regulations 

 

Strong benefits on offer, if interested, apply now or email Sean at skeogh@elevatepartners.ie.

 

Apply

Name
Address(Required)
Max. file size: 50 MB.