Job Description

Reports to Associate Director

The successful candidate will join the Southampton based Real Assets team to deliver and develop our real estate administration services, aligned to the Aztec Group brand values and strategic business goals.

This is a new opportunity due to growth within an existing client team, providing a full suite of administration, accounting and governance services to real estate managers and infrastructure clients.

A fantastic career opportunity and potential for further progression for the right candidate. We will consider part-time hours, minimum 30 hours per week.

Key responsibilities:

• Be actively involved in the relationship management and service delivery for a portfolio of institutional real estate and infrastructure asset managers
• Work closely with the Investment Advisor, legal counsel and other advisors on substantial European real estate and infrastructure transactions, assisting the Client Relationship Managers with co-ordinating document approvals and execution. Assist with maintenance of records and documentation related to new investments and changes in portfolio
• Liaise with the financial reporting team to ensure the timely preparation and filing of periodic and ad hoc financial information in accordance with constitutional and regulatory requirements
• Assist in co-ordinating all fund / company secretarial matters, including board meeting planning, production of Board packs, attend and lead board meetings where required, preparing minutes and follow up on action points
• Maintenance of up to date and accurate statutory records and registers for a variety of corporate entities
• Co-ordinate legal, tax and other professional advice
• Participate in the establishment and integration of new client structures
• Manage compliance with internal and external legal and regulatory requirements, working closely with the compliance function to ensure all regulatory and statutory filings are made in a timely manner
• Provide assistance with ad-hoc administration projects as required
• Develop a strong working relationship with the other Aztec team members
• Supervise and assist in the training and development of junior staff
• Contribute towards the wider Aztec business and culture

Skills, knowledge, expertise:

• Considerable practical fund administration, company secretarial or similar experience including knowledge of the UK regulatory environment
• Relevant professional qualification (ICSA, CSQS, legal qualification or equivalent) is advantageous or sufficient relevant practical experience
• Sound technical financial services knowledge (to be supported through the Aztec Academy)
• Excellent interpersonal skills and the ability to work well with people at all levels are essential
• Strong administrative skills, organisational skills and time management
• Good written communication skills and minute writing
• Previous experience of working with real estate structures would be advantageous

We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

Aztec Group