
Head of Client Asset Oversight
11 February 2025A 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.