Risk mapping agencies, e.g. Dynamic Planner
Sub-adviser fund groups, e.g. Schroder
Fund rating agencies, e.g. Rayner Spencer Mills
3rd party platforms and life companies, e.g. Fidelity Funds Network
Key Responsibilities and Scope of role: Supporting the Strategic Partners team in the following areas:
Over seeing day-to-day activity with risk mapping agencies and ensuring risk scores remain up-to-date
Working with Distribution to develop a deep understanding of the rating requirements of key accounts, to ensure MA funds fit with their advice/investment process
Secretary to sub-advised fund group forum.
Support relationships with 3rd party platforms through which MA solutions will be offered
Support legal in the negotiation of commercial agreements with 3rd party platforms
Maintain a central database of information pertaining to strategic partners. Working with Distribution and SPs to ensure information remains current.
Receipt and dissemination to stakeholders of MI relating to SPs and GPs.
Oversight of fulfilment of regular and bespoke requests for information from SPs by working closely with the different business areas.
Work effectively with marketing teams to ensure marketing material and presentations are relevant and fit for purpose with regards ratings and risk mapping agencies.
You will have:
Strong communication, numeracy and literacy skills normally associated with the level obtained by successfully completing a higher education qualification.
Desirable: Diploma in Financial Planning
Desirable: IMC qualification
Experience of ratings agencies and risk mapping companies
Essential to have relevant experience within a financial services firm, either with an asset manager, wealth manager or insurance company
Understanding of investment funds
Solid understanding of rebate process, including fund charges (AMC/OCFs) and associated calculations
Experience within asset management and/or ‘platform provider’ industry
Good understanding of product sectors and distribution channels
Experience of commercial contracts
With a team of over 200 and growing every day, Goodman Masson is one of London’s specialist Finance and Technology recruitment businesses. Voted ‘Best Recruitment Company to Work For’ in 2018, our passion for what we do is clear.
Based in London, Düsseldorf and New York, we hold annual revenues exceeding £42 million. This includes Qualified & Part-Qualified / Transactional Finance, Actuarial & Investment Management, Audit, Banking Operations, Compliance & Financial Crime, Front Office, Housing Development, Information & Cyber Security, Technology, Digital & Data, Product Control & Valuations, Projects, Change & Transformation, Risk & Regulation, Tax and Treasury.
We also have a Solutions team who provide RPO, hybrid and volume recruitment services. Alongside this, Goodman Masson have developed an Executive Search team who focus on sourcing C-suite talent to fee earning Legal partners.