As a Mandate Monitoring Oversight Manager, you will play a key role in ensuring the accurate and timely delivery of outsourced mandate monitoring activities, including both pre- and post‑trade checks and the implementation of new or revised investment guidelines
Job Summary
As a Mandate Monitoring Oversight Manager, you will play a key role in ensuring the accurate and timely delivery of outsourced mandate monitoring activities, including both pre- and post‑trade checks and the implementation of new or revised investment guidelines.
You will oversee the effectiveness of investment restriction monitoring in line with agreed timelines, track service levels to ensure outsourced activity is completed to the required standard and produce meaningful MI for internal stakeholders.
The role offers a generous pension scheme with up to 14% contribution, eligibility for annual performance bonus, family friendly leave, flexible benefits including electric cars, and up to 40% discount on Aviva products.
Matching Summary
As a Mandate Monitoring Oversight Manager, you will play a key role in ensuring the accurate and timely delivery of outsourced mandate monitoring activities, including both pre- and post‑trade checks and the implementation of new or revised investment guidelines.
Skills & Requirements
Must-have
Mandate monitoring oversight experience
Compliance monitoring processes
Interpretation of discretionary client agreements
Knowledge of UK, Irish and Luxembourg regulations
Working knowledge of Excel or Aladdin
Nice-to-have
Proactive and detail-oriented
Collaboration with outsourced service providers
Strong governance and control focus
Flexible working arrangements
Key Requirements
Experience as Mandate Monitoring or Oversight Manager
Knowledge of UK, Irish and Luxembourg retail fund regulations