Assistant Manager, Private Wealth

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. 

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities. 

• Administer a complex and varied portfolio of clients requiring a more senior level of technical ability and provide support to the Manager/Senior Manager and more junior staff within the team
• Support the Manager in identifying business opportunities and support with follow up actions as required
• Assist with the take on of new business for the team, ensuring that new business is processed smoothly and efficiently
• Proactively contribute to supporting the team in meeting their commercial objectives and targets through the effective capital management of the P&L for the Client Portfolio to include revenue targets, billable utilization rates for staff, pro-active management of debtor days and cash collections
• Support where appropriate any CSD’s / Fiduciaries with fee reviews as appropriate in light of current service delivery and requirements to ensure recovery of work in progress (WIP) and achieving fee collection targets as set out in our Business Plan
• Actively support the delivery of the business KPI’s for your Client Portfolio are effectively managed, controlled achieved in accordance with our ongoing business requirements

• ICSA or STEP Diploma qualified or other relevant professional qualification (highly desirable)
• Good understanding of the relevant laws relating to ‘Trust Company Business’
• Good understanding of the duties and responsibilities of a Fiduciary business
• Good understanding of industry best practice in relation to Trust and Company administration
• Minimum of 5 years relevant industry experience

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. 

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.