Ocorian
Finance / FinServ
ManagingConsultant
“Managing Consultant at Ocorian. Skills: regulatory advice, client portfolio management, regulatory project delivery, ongoing regulatory support, compliance strategy development, regulatory registrations, policy and procedure development, compliance testing, annual programme reviews, regulatory examinations support, asset management compliance, alternative investment vehicle compliance, analyse regulations, manage compliance risks, develop practical policies and procedures, translate regulatory r”
Industry & Context.
organisational, analytical and problem-solving skills with excellent attention to detail.; Resolve client issues promptly and effectively.
Degree-level education preferred, plus a relevant diploma (investment or compliance) or willingness to study.
What They're Looking For.
Must Have
compliance experience within financial services, consultancy, legal practice or a regulator, Solid understanding of SFC processes and asset-management regulatory requirements, Proven ability to analyse regulations, manage compliance risks and develop practical policies and procedures, Experience translating regulatory rules into clear, pragmatic solutions for clients, Able to work independently, manage multiple projects and meet tight deadlines
Nice to Have
relevant diploma (investment or compliance) or willingness to study, Track record of meeting financial consulting experience advantageous, Microsoft Office CRM experience beneficial
What You'll Do.
Manage a client portfolio
providing regulatory advice and identifying opportunities for cross‑selling and up‑selling.
Build relationships with clients
industry bodies and regulators.
Prepare and present well‑structured proposals to prospective clients.
Represent the firm at industry events and promote the brand.
Contribute to internal briefings
training sessions and roundtables.
Pursue new business opportunities and maintain accurate CRM records.
Stay up to date with emerging regulatory developments and market practices.
Monitor and maintain clients’ compliance programmes.
Manage regulatory registrations and prepare policies and procedures.
Analyse regulatory changes and assess their impact on clients.
Conduct compliance testing and annual programme reviews.
Support clients during regulatory examinations.
Contribute to compliance strategy development for asset managers.
Provide high‑quality advice across a wide range of regulatory compliance matters.
support authorisations and draft policies.
Manage multi‑stream projects
budgeting and resourcing.
Act as the main point of contact for clients
managing queries and expectations.
Review colleagues’ work
provide feedback and ensure accurate invoicing.
Resolve client issues promptly and effectively.
Collaborate with global colleagues on shared projects.
Serve as a resource on compliance matters affecting asset managers and alternative investment vehicles.
Maintain working knowledge of relevant regulations and guidance.
Track regulatory developments and advise clients on implications.
Keep colleagues and clients informed of regulatory changes and industry trends.
Develop a deep understanding of clients’ businesses to deliver accurate
Support the development of internal technical expertise.
How You'll Work.
Team & Collaboration
Collaborate with global colleagues on shared projects.; We collaborate to win together, sharing successes and shaping the future of our global business.
Communication Scope
Confident communicator with the ability to build and maintain senior-level client relationships.
Process & Methodology
Manage multi‑stream projects, including planning, budgeting and resourcing.
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