Our client is seeking a professionally qualified individual (ACCA, ACA or similar) with 3+ years' financial services experience to join their growing team as a UBO Manager. You will be a key member of the UBO Office, working closely with the Director to deliver the reporting on a range of recurring and ad-hoc work streams across the investment lifecycle to important stakeholders. The role will allow you to build on and improve existing systems / workflows and outsource provider relationships so they are more automated, scalable and flexible. Responsibilities will include but not be limited to delivering reports and report reviews and audited and unaudited financial statements, creating new structures to allow carry allocations to ne / existing shareholders in conjunction with advisors and managing all tasks and meetings associated with the issue of shares and execution of associated investment documents.
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