Head of Fund Reporting & Documentation: Automation Lead

M&G FA Limited; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

A prominent investment firm in the UK is seeking a Head of Fund Reporting & Documentation. This strategic role involves overseeing fund-related documentation, enhancing automation, and defining future operational models. The ideal candidate will have extensive experience in fund reporting, a strong understanding of compliance, and proven leadership skills. You'll lead a high-performing team while ensuring regulatory standards are met and fostering a culture of continuous improvement. Competitive compensation and comprehensive benefits are included.

Benefits

18% pension scheme with employer contributions

38 days annual leave including bank holidays

Private Healthcare and Life Assurance

Qualifications

• Extensive experience in fund reporting and documentation within asset management.
• Strong understanding of key fund documentation types and their production lifecycle.
• Demonstrated ability to lead operational transformation.

Responsibilities

• Lead the production of all mutual fund-related documents.
• Implement strategic changes and ensure alignment with business growth.
• Manage the BAU change pipeline and oversee vendor interactions.

Skills

Fund reporting expertise

Leadership experience

Strong communication skills

Project management skills

Regulatory knowledge

Tools

Reporting platforms

Data tools

Power BI

Job description

A prominent investment firm in the UK is seeking a Head of Fund Reporting & Documentation. This strategic role involves overseeing fund-related documentation, enhancing automation, and defining future operational models. The ideal candidate will have extensive experience in fund reporting, a strong understanding of compliance, and proven leadership skills. You'll lead a high-performing team while ensuring regulatory standards are met and fostering a culture of continuous improvement. Competitive compensation and comprehensive benefits are included.