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
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