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Associate - Product Management (3378455292)

Accounting 會計



GCSE/Scottish Standard Grades Intermediate apprenticeship 學徒 A-Level Undergraduate or above 學士或以上 Postgraduate or above 碩士或以上 PhD 博士

PSW Apprenticeship 學徒 華語工作 Contract 合同制 Full-Time 全職 Internship 實習 Part-Time 兼職


Leeds, West Yorkshire, United Kingdom

As part of a small team, reporting into the Product Management Manager, you will review and maintain collective investment scheme (CIS) documentation, such as Fund Solutions authorised schemes’ documentation, on a periodic basis to ensure that all documents are up-to-date, consistent and meet the regulatory requirements of the FCA’s COLL sourcebook. This role of Product Management Associate requires working closely with other internal stakeholders, such as our Product Delivery team, our Investment Management Supervision team, the Legal Department and the Compliance team. Under supervision, you will also assist with the liaison with relevant trustees or depositaries and the FCA on changes to documents. This role also requires you to assist with changes to UK-authorised CISs, (collective investment scheme) wind-ups or terminations in line with the requirements of the FCA’s Collective Investment Schemes COLL Sourcebook, undertake regular updates of the Key Investor Information Document (KIID) and undertake the regulatory review. Reporting also forms part of this role, as you will help put together the Fund Solutions monthly report and other reports following approval and sign-off by senior management What you’ll be doing: Review, maintain and create collective investment scheme (CIS) documentation Engagement (under the supervision by the senior associate/manager) with the FCA and trustee/depositary on all matters relating to LFS’s prospectuses and KIIDs/simplified prospectuses Tracking and reporting on progress of prospectus approval matters with FCA and depositary/Trustee Ensuring departmental spreadsheets/logs Ensuring that team procedures are maintained to a satisfactory standard Ensuring that all department e-mail folders are monitored regularly and kept-up-to date Ensuring that details of meetings are arranged in a timely manner and that minutes are circulated and actions tracked Maintaining and producing Management Information Regularly keep up to date with any regulatory changes and whether there is any impact on scheme documentation What we’re looking for: Essential Excellent communication skills – both written and verbal Attention to detail Team orientated approach An innovative outlook, with the ability to look for change and continuous improvement Ability to work to deadlines and to also be able to deal with a high volume workload Good interpersonal skills are essential when liaising with internal and external stakeholders Experience of working in an FCA-regulated firm in the financial services industry Desirable Project management experience Knowledge of the FCA regulatory requirements applying to regulated financial services firms in the UK Some knowledge of the FCA regulatory requirements applying to FCA-authorised Collective Investment Schemes Undertake or have undertaken the IOC modules Legal skills would be helpful for reviewing documents and maintenance of policies to FCA rules About Link Group / Fund Solutions: Our Funds Solutions division is a leading independent Authorised Fund Manager and provider of fund administration and transfer agency services. We leverage our specialist knowledge and technology to support traditional and alternative funds in UK, Ireland, Luxembourg and Australia, manage £100bn of assets with circa 500 people. With a focus on strong governance, regulatory expertise and risk management, our business helps to manage regulatory compliance for asset managers and investors. Our unique place in the market, combined with our partnership approach, depth of experience and well-invested systems, enables us to support investment managers through the challenges of changing market and investor needs, and, as a result, help them to enhance returns, minimise costs and mitigate their risks. What’s in it for you? A very competitive basic salary plus benefits. 23 days’ holiday to start, (rising to 25) plus Bank Holidays, with the opportunity to buy extra leave. Company matched pension scheme, a cycle2work scheme…and plenty more. Voluntary benefits designed to suit your lifestyle – from discounts on retail and socialising, to health & wellbeing, travel and technology. The possibility of a hybrid work approach. You’ll get the chance to follow your chosen career path anywhere in Link Group. You’ll be joining a network of 7,000 experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn new skills and develop in your career and we’ll provide the support you need to do just that. What we hope you’ll do next: Choose ‘Apply now’ to fill out our short application, so that we can find out more about you. We’re an equal opportunity employer, which means we’ll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion and we’re committed to creating an inclusive environment for all employees