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Investment Trust Coordinator

Salary £60k to £80k
Type Permanent
Sector Compliance
Job Reference T3A/HGW/29723
Contact Harry Warwick
Date posted 03-09-2018

One of the UK’s leading fund managers looking for an Investment Trust Coordinator to join their record-breaking team.

Key Responsibilities:

- Support the Chairman and Board and manage day-to-day 3rd party service provider relationships, in particular with AIFM and in reviewing and signing off on any external negotiations (FX, Insurance, Bank facility)
- Monitor trading activities, shareholders, discounts and coordinate all operations, reporting, control and compliance
- MI, KPI and KRI monitoring of concerns and issues management
- AGM/ EGM planning and coordination
- Closing out and tracking audit recommendations

Skills & Qualifications required:

- Financial Services technical knowledge and experience, detailed knowledge of Investment Trust strongly preferred
- Understanding and compliance with the Company’s internal control framework and 3rd party SLAs
- Focus on reduction and removal of operational risk
- Experience working with Boards/ Non-Executive Directors desired

Location: Home Counties

If you are interested in applying for this position contact Harry Warwick on 02031453362 or e-mail at

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Contact Harry about this job

Director, Compliance, Finance & Legal