Minimum Requirements
- Minimum 3-5 years’ experience in the funds industry – Fund administration / Depositary / Investment Management / AIFM / Management Company
- Experience in attending and/or leading meetings with Clients
- A general understanding of the regulatory environment impacting investment funds and Management Companies/AIFMs
- Experience in report writing e.g. due diligence, board or similar type reports for presentation to senior management
- Experience in reviewing and analysing documents e.g. audit reports, financial statements, policies/procedures
- University degree (or equivalent qualification)
- Proficient in Microsoft Office, Excel, Word, PowerPoint
Responsibilities
- Responsible for leading operational due diligence reviews (with support provided) on delegates (administrators, depositaries, investment managers, distributors)
- Analyse DDQ responses and supporting documentation provided by delegates (policies, procedures, audit reports, financial statements) to identify risks associated with the appointment of the delegate and propose mitigating actions
- Perform first draft of clear and concise due diligence reports in line with market standards and regulatory requirements for review and approval by senior management
- Contribute to the overall development of the delegate due diligence process through championing effective work processes and identifying operational efficiencies
- Provide training and support to more junior members of the team
- Attend various internal meetings to provide updates on the due diligence program status
- Any other ad hoc tasks / projects which may be assigned
Competencies
- Effective Communication – Communicates effectively, engaging with others in a warm and professional manner
- Planning and Organising – Organises and plans work effectively, ensuring delivery to quality and timescales in the short and longer term
- Analytical – Analyses and understands relevant and complex information and data to draw appropriate insights
- Adaptability – Adapts approach and responds effectively to different situations, people and new opportunities
- Resilience – Works well managing competing priorities, bounces back quickly from setbacks in a positive and constructive manner
- Drive and Motivation – Highly motivated and driven, able to focus on what needs to be achieved and enthuses others to do this
- Quality – Motivated to produce accurate, quality, and timely work output
- Client‑centric focus – Motivated by customer‑facing environments, understanding their needs, and providing a good service
- People Leadership – Leads, mentors, and develops a diverse team, fostering a culture of collaboration, accountability, and continuous improvement
- Learning Mindset – Curiosity to learn and understand key factors, new techniques or technologies affecting their work
About Carne Group
Carne Group has established itself in the funds industry with $2tn in AUM supported by 600+ staff and four regulated management companies. Together with a large team of industry specialists, Carne serves more than 650 traditional and alternative asset management clients from key fund jurisdictions and financial hubs including Ireland, Luxembourg, Zurich, Lisbon, London, New York, Cayman and Channel Islands.
Excellence and innovation are central to Carne’s work and we are committed to attracting and retaining the best talent to deliver an unrivalled service to our clients.