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- 7-10 years’ working in service delivery, operational management, or regulatory reporting in the funds industry.
- Degree qualified in Business, Finance, Accounting, or a related discipline.
- Strong understanding of investment funds, asset management, and regulatory reporting frameworks.
- Proven experience in senior service delivery, operational management, or regulatory reporting leadership roles.
- Demonstrated ability to manage multi‑layered teams across locations.
- Strong experience working with third‑party vendors and outsourced delivery models.
The Associate Director – Service Delivery is a senior leadership role within the Client Reporting function, responsible for the end‑to‑end service delivery, operational oversight, and regulatory quality of client reporting services. The role sits between strategic leadership and day‑to‑day execution, ensuring reporting outputs are delivered accurately, on time, and in line with regulatory, client, and internal governance standards.
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
This role has accountability for service stability, risk management, people leadership, and continuous improvement across report compilation, client service management, and regulatory oversight activities.
What are the minimum requirements you need for the role?- 7-10 years’ working in service delivery, operational management, or regulatory reporting in the funds industry.
- Degree qualified in Business, Finance, Accounting, or a related discipline.
- Strong understanding of investment funds, asset management, and regulatory reporting frameworks.
- Proven experience in senior service delivery, operational management, or regulatory reporting leadership roles.
- Demonstrated ability to manage multi‑layered teams across locations.
- Strong experience working with third‑party vendors and outsourced delivery models.
- Own the end‑to‑end delivery of client reporting services, ensuring consistent, high‑quality outcomes across all assigned reporting lines.
- Act as senior escalation point for delivery, quality, regulatory, or client issues, ensuring timely resolution and clear communication.
- Ensure delivery models are scalable, resilient, and aligned to agreed SLAs and client expectations.
- Work in close alignment with the Reporting Operations Director to jointly deliver stable, efficient, and compliant services, including regular review of delivery issues, root causes, capacity constraints, and required improvements.
- Partner closely with the Strategic Change Manager to ensure change initiatives, operating model enhancements, and system changes are effectively translated into business‑as‑usual service delivery.
- Maintain oversight of regulatory reporting obligations (e.g. PRIIPs KIDs, UCITS KIIDs, EMIR, Annex IV, Solvency II, factsheets as applicable).
- Ensure robust quality assurance, control frameworks, and documented procedures are in place and consistently applied.
- Drive root cause analysis and remediation for incidents, errors, or near misses, ensuring audit‑ready evidence and clear ownership.
- Lead, coach, and develop managers and senior team members within Service Delivery.
- Set clear performance expectations, objectives, and development plans aligned to the People Pillar framework.
- Mitigate key‑person risk through succession planning, cross‑training, and documented handover processes.
- Act as a senior point of contact for key clients, internal stakeholders, and oversight functions.
- Support client onboarding, change requests, and regulatory transitions, ensuring impacts are clearly understood and managed.
- Build strong working relationships with Product, Data, Technology, Change, and third‑party vendors.
- Sponsor and support strategic change initiatives impacting service delivery, including system migrations, operating model changes, and regulatory reform.
- Identify operational, regulatory, and delivery risks, ensuring they are logged, tracked, and actively managed.
- Drive continuous improvement initiatives to enhance efficiency, automation, control effectiveness, and client experience.
- Maintain service‑level governance through metrics, dashboards, action trackers, and management reporting.
- Ensure procedures, runbooks, static data, and controls documentation are current and fit for purpose.
- Contribute to leadership forums, audits, and regulatory reviews as required.
- People leadership: Leads, mentors, and develops a diverse team, fostering a culture of collaboration, accountability, and continuous improvement.
- Effective Communication: Communicates effectively, engaging with others in a warm and professional manner.
- Planning and organising: Organises and plans work effectively, ensuring delivery to quality and timescales in the short and longer term.
- Analytical (Attention to detail): Analyses and understands relevant and complex information and data to draw appropriate insights.
- Adaptability: Adapts approach and responds effectively to different situations, people and new opportunities.
- Resilience: Works well managing competing priorities, bounces back quickly from setbacks in a positive and constructive manner.
- Drive and Motivation: Highly motivated and driven, able to focus on what needs to be achieved and enthuses others to do this.
- Quality: Motivated to produce accurate, quality, and timely work output.
- Client-centric focus: Motivated by customer-facing environments, understanding their needs, and providing a good service.
- Learning Mindset: Curiosity to learn and understand key factors, new techniques or technologies affecting their work.
Carne Group has established itself in the funds industry with $2tn in AUM supported by 600+ staff and four regulated management companies. Together with a large team of industry specialists, Carne serves more than 650+ traditional and alternative asset management clients from key fund jurisdictions and financial hubs including Ireland, Luxembourg, Zurich, Lisbon, London, New York, Cayman and Channel Islands.
Excellence and innovation are central to Carne’s work and we are committed to attracting and retaining the best talent to deliver an unrivalled service to our clients. Whilst working with Carne, you will be provided with opportunities to develop your skills and experience by working in a dynamic, innovative, and multicultural environment where exciting careers are built.
We love hearing from anyone who is enthusiastic about changing the asset management industry. Not sure if you meet all the requirements? Let us decide! xcfaprz Research shows that members of other under‑represented groups tend not apply to jobs when they think they may not meet every qualification, when in fact, they do! At Carne we are committed to creating a diverse and inclusive environment and strongly encourage you to apply.
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Languages
- English
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