Documentation Manager – UK Wrapper Products recruitment
Role
Excellent contract opportunity within this Global Asset Management Company.
The documentation manager, will be responsible for the drafting of the client facing legal documents and application forms for the proposed discretionary managed portfolios and making any amendments to the existing of the terms and conditions and application forms of the wrapper products.
We are interested in applications from people currently working in asset management in pooled fund/platform product development and management, legal, risk or compliance, preferably with experience of FSA/HMRC regulations and legal drafting.
Main responsibilities and duties
Drafting and owning the client facing legal documentation (including application forms) associated with putting in place discretionary managed portfolios administered on a platform and ensuring appropriate updates to existing wrapper documents to ensure the discretionary portfolios are properly captured as investments of these wrapper products.
The work will particularly involve working alongside platform and traditional product development managers to ensure regulatory requirements and documentation issues are addressed and also in a wider multi-functional environment to ensure the products meet the organisation and regulatory standards.
Essential experience
- Experience in the asset management/stocking broking industry and, in particular, experience in drafting/maintaining wrapper documentation. The ideal candidate may have a background in any of product development, product management, legal, risk or compliance.
- Preferably experience of drafting legal documents and managing the agreement of those documents across multiple functions in a controlled manner.
- Credibility and proven ability to engage with stakeholders across the business.
- Excellent written and verbal communication.
- Proven project management skills
- Accurate proof reading.