Responsibilities:

• Ensure the client is at the heart of the work and that their needs and requirements are considered at each state of the Product Lifecycle
• Oversee and manage all aspects of fund launch, change, merger and closure processes
• Prepare proposal papers for the Product & Distribution Committee (PDC) – presenting from time to time – plus prepare and maintain project plans and action logs
• Set clear expectations throughout development processes with all stakeholders as it relates to documentation review, time to market, operational set up, reporting requirements, and potential issues to resolve
• Conduct proactive assessments of products to ensure that they remain competitive, viable and fit-for-purpose, overlaying with market intelligence to assess potential new opportunities
• Assist with the production of annual product reviews, completing the reporting templates for the PDC and ensuring actions are taken forward to completion
• Assist with the annual Assessment of Value (AoV) project and produce the Board report, ensuring results are identified in a timely manner and actions agreed with internal stakeholders
• Identify potential development opportunities (e.g. strategies or delivery mechanisms), contributing to the Ideas Pool generation and Product Development Forum agenda
• Co-ordinating fund country registrations, preparing evaluation reports with recommendation for governance committees and fund boards.
• Leading the quarterly share/unit class reviews and completing reports for the PDC
• Act as SME for product-related queries, answering questions that arise, representing the team in various projects and signing off on accuracy of product data
• Contribute to the product oversight and governance framework by providing input and analysis as required, updating procedures and policies to reflect ongoing enhancements
• Act on changes in regulation and market practice to ensure the fund vehicles are competitive and compliant
• Understand the impact of changing regulations on the business and the funds in the UK, Luxembourg and other relevant jurisdictions.

Experience required:

• Product Development and/or management experience within asset management, good experience of UK and Luxembourg domiciled UCITS and non UCITS funds (e.g. NURS, SIF). 
• An understanding of fund distribution in both UK and Internationally into multiple jurisdictions and sensitivity to pan-European complexities and dependencies
• An understanding of the asset management regulatory environment including confirmed knowledge of UK and European fund regulation (e.g. PROD, UCITS V, AIFMD, MiFID II etc)
• An understanding of ESG and the evolving regulatory, data and reporting requirements (e.g SFDR, SDR)
• Project management ability and experience, including complex initiatives, with the ability to manage working groups.
• Experience co-ordinating and/or reviewing unit trust, OEIC and/or SICAV prospectuses
• A detailed understanding of how a fund operates e.g. distributions, tax, pricing, valuations.
• Strong communications/stakeholder management skills
• Analytical skills with ability to influence and use initiative