Find a Job

View detailed job description

Fund Factsheet Manager

Daily Rate £350 to £450
Type Temporary / Interim
Location London
Sector Sales & Marketing
Job Reference T98/GXS/28555
Contact Georgina Sell
Date posted 10-04-2018

One of our clients, an independent investment management company is currently seeking a Fund Factsheet Manager in London.
This global firm provides excellent services to wide client base ranging from wealth managers, family offices and insurers. Established more than 70 years ago, they now manage more than $1 trillion of their client’s assets.

Key responsibilities:
• Business lead for managing the factsheets and KIIDs production and the relationship with data dissemination service providers
• Ongoing project management i.e. understanding the scope for improved processes, delivery times and automating areas still carried out manually
• In charge of producing all KIIDs and Factsheets for funds in multiple languages
• Chairing the KIIDs governance committee
• Maintaining production logs for the factsheet and KIIDs
• Maintaining and managing the relationship with factsheet, KIIDs and data dissemination service providers.
• Managing the development of fund documentation (Factsheets and KIIDs), ensuring that all regulatory requirements are accurately incorporated
• Close interaction with subject experts and marketing colleagues across the firm globally to collect and maintain mutual fund relevant information and ensuring its accuracy
• Interacting with external translators for regular and ad hoc fund documentation requests
• Archiving, sending PDF’s to platforms, answering queries from internal clients

• Ideally a minimum of 3 years experience managing Fund Fact sheet projects within the investment management industry.
• Strong project management skills, ability to work well under pressure and constant deadlines

Ready to apply for this job? Apply Now

Contact Georgina about this job

AVP, Consultant