Hybrid Investment Management & Oversight Distribution Specialist

Posted 2 minutes ago

Apply now

About the role

  • Designated Person for Investment Management Oversight at WisdomTree overseeing delegated investment management and distribution for Irish-domiciled funds. Responsible for regulatory compliance and supervision of activities.

Responsibilities

  • Act as the Designated Person for Investment Management Oversight (PCF-39D)
  • Supervise delegated investment management and distribution activities for WisdomTree’s Irish-domiciled funds
  • Conduct regular engagement with delegated investment managers and distributors
  • Ensure compliance with investment objectives and regulatory requirements
  • Produce oversight reports and maintain management information to support effective oversight
  • Support the appointment and onboarding of new investment managers and distributors
  • Act as a key point of contact with the Central Bank of Ireland on oversight matters

Requirements

  • Minimum 6+ years’ experience in the asset management or funds industry
  • Strong understanding of delegated investment management models, distribution and product governance frameworks and UCITS / MiFID II regulatory requirements
  • Experience engaging with investment managers, distributors and senior management and boards
  • Degree in Finance, Business, Economics, or a related discipline and/or a recognised professional qualification (e.g. CFA, ACA, ACCA, or equivalent)
  • Strong analytical and critical thinking skills
  • Ability to exercise independent and effective challenge
  • Excellent written and verbal communication skills
  • High attention to detail and strong organisational skills
  • Ability to manage multiple oversight responsibilities within a regulated environment
  • Sound professional judgement aligned with regulatory expectations
  • Proactive, accountable, and governance-focused mindset

Benefits

  • Work Smart philosophy that optimizes productivity
  • Collaborate in an empowering work environment

Job title

Investment Management & Oversight Distribution Specialist

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job