Manager, Funds & Institutional

IQ-EQ; Saint Helier; On-site; GBP 85,000 - 130,000; Full time

Benefits offered by this job

Private health and dental cover

Life assurance

Flexible working arrangements

Job summary

IQ-EQ is seeking a senior client portfolio leader in Jersey to take ownership of a high value client book and ensure KPIs, revenue targets, and cash collection targets are met. You will guide the team on P&L management and risk assessment while building relationships with intermediaries to generate new business.

The role requires a professional qualification (ICSA/CGI or equivalent) and at least 7 years of relevant industry experience within Jersey’s financial services sector.

Qualifications

• Professional qualification such as ICSA, CGI or equivalent.
• Minimum of 7 years relevant industry experience.
• Thorough understanding of laws relating to Fund Services Business.
• Ability to understand fund and company legal documents.
• Risk aware with high integrity, equality and diversity in approach.
• Knowledge and experience of working in the Jersey financial services industry.

Responsibilities

• Take personal responsibility for a high value Client Portfolio.
• Ensure all business KPIs for your Client Portfolio are effectively managed and achieved per business requirements.
• Ensure the team meet commercial objectives and targets through effective capital management of the P&L for the Client Portfolio, including revenue targets, billable utilization rates, recoverability on fixed fee clients and debtor days/cash collections.
• Support the business with impact/risk assessment regarding regulatory and legislative changes (local and international).
• Develop strong relationships with intermediaries linked to existing client book to generate new business.
• Provide technical support to Client Administration Teams in connection with their client structures and execution of complex client transactions.

Skills

Client portfolio management

Regulatory knowledge

Stakeholder relationship management

Risk awareness

Integrity and diversity

Education

Professional qualification (ICSA/CGI)

Job description

What You'll Do

• You will take personal responsibility for a high value Client Portfolio
• You will be responsible for ensuring all business KPIs for your Client Portfolio are effectively managed, controlled achieved in accordance with our ongoing business requirements
• You will be responsible for ensuring the team meet 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, recoverability on fixed fee clients and pro‑active management of debtor days and cash collections
• You will support the business with impact/risk assessment, in terms of constant changes in local and international regulatory and legislative requirement
• You will manage the development of strong relationships with intermediaries linked to existing client book in order to generate new business
• You will provide technical support to Client Administration Teams in connection with their client structures and the execution of complex client transactions

What We Offer

• Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
• Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
• Annual leave: our employees are entitled to 25 days paid leave plus all Jersey public holidays
• Enhanced maternity and paternity, including shared parental leave and adoption leave
• Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work‑life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
• You will hold a professional qualification such as ICSA, CGI or equivalent
• You will have a minimum of 7 years relevant industry experience
• You will have a thorough understanding of the relevant laws relating to ‘Fund Services Business
• You will have the ability to understand fund and company legal documents
• You will be risk aware and demonstrate a high level of integrity, equality and diversity in your approach to work
• You will have knowledge and experience of working in the Jersey financial services industry

OUR COMMITMENT TO YOU AND THE ENVIRONMENT

Sustainability is integral to our strategy and operations. Our sustainability depends on us building andmaintaininglong-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’recommitted to fostering an inclusive,equitableand diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.

Our learning and development programmes and systems (includingPowerUandMyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility whileremainingconnected to their colleagues. We want to empower our6,500+ employees- from 94 nationalities, across25countries- 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’recommitted to growing relationships with our clients and supporting them in achieving theirobjectives.We understand that our clients’sustainability and successleadsto our sustainability and success.We’reemotionally invested in our clients right from the beginning.

ABOUT IQ-EQ

We’rea 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 of6,500+people across25jurisdictionsand have assets under administration (AUA) exceedingUS$857billion. We work with 13 of the world’stop-15private 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, whatmakes us different is our people.Operating as trusted partners to our clients,we deliver intelligent solutions through a combination of technicalexpertiseand strong relationships based on deep client understanding.

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