Responsibility with assisting the new business team in all areas of fund take on for a variety of funds including regulated and non-regulated entities. Time could be split between the different fund jurisdictions but mainly dealing with Guernsey domiciled entities.
Preparing documentation to be sent to the appropriate committees as appropriate for acceptance or rejection of new businesses;
Preparing fee quotations or engagement letters;
Co-ordinating the responses to any requests for proposals;
Managing the take-on of any new business;
Assisting with the incorporation of companies;
Setting up or reviewing promoter files and preparation and collation of AML/CDD on the promoting party and directors;
Hands on with client during launch process and understanding of requirements, law and regulations;
Review of all launch documentation;
Heling preparing draft administration agreements and subscription forms etc;
Helping to set up new bank accounts, arranging insurance, submitting Guernsey Income Tax, registering directors with the Registry and other duties relating to new Guernsey incorporations;
Assisting with stock exchange listing including (where applicable) LSE, AIM and TISE;
Dealing with the GFSC and preparing applications;
Liaising with 3rd parties involved in the set up and launch process including lawyers, brokers, nomads, custodian, etc;
Close liaison with operational directors and team members across all relevant offices and jurisdictions for transfer/or handover of new business;
Preparing new business checklists and assisting with policy and procedures;
Preparation of papers and agendas and attendance of board meetings during the fund launch process.
Skills / experience:
For avoidance of doubt this is not a marketing role.
We are seeking a candidate looking for a full time role during standard business hours.