AIFM Marketing & Distribution Senior Officer

Job Description

Responsibilities (how we will measure success)

• Achieve a smooth marketing process for prospective investors and clients
• Ensure a culture of marketing at the AIFM and at client level
• Monitor and assess the impact of regulatory changes

Tasks (what does the role do on a day-to-day basis)

• Checking Prospective Investor eligibility
• Support the assessment of regulatory changes for the Marketing function
• Support the administration of the dataroom: granting access of Prospective Investors, review, validation and upload of marketing documents
• Preparing and attending calls/meetings with clients and prospective investors (including preparation of agenda, drafting minutes)
• Maintaining up to date records of marketing activity of the AIFM
• Monitor development of the marketing process with regards each fund marketed by the AIFM
• Escalate your findings and prepare a bi-weekly report to the Conducting Officer
• Perform initial due diligence and ongoing monitoring on marketing intermediaries
• Present the marketing function of the AIFM to clients and respective tasks and responsibilities
• Preparation and submission of marketing notifications to the regulator
• Support any IT and BCP matters and internal audit requests

Key competencies for position and level (see Group Competency model)

• Communication skills
• Show initiative
• Solution driven
• Detail-oriented
• Organisation skills

Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

• Accountability
• Adaptability
• Team work
• Responsiveness
• Client focused