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Assistant Manager DC Transitions

Salary £35k to £45k
Type Permanent
Sector Wealth & Asset Management
Job Reference T8/HCC/25630
Contact Hannah Cavaciuti
Date posted 17-03-2017

If you have strong pensions experience, please apply for this exciting role opportunity to join a top tier Investment Management firm, based in Surrey.

Working in the DC team, you will ensure that new pension plans are established onto the firm’s platform and deal with relevant on going Corporate Actions. Making sure that transitions and corporate action projects meet the firm’s standards.

Key Responsibilities

• Establish DC Schemes with both Investment only and Full Service relationship, from initial review and analysis of the DC product sold,
• Undertake due diligence meetings with the clients, asset data collation, ongoing asset re-engineering and support
• Responsible for all services being delivered to the client during the Transition
• Ensure services are delivered to the client, incl. legal, communications, administration and presentations
• Establish and maintain a project file including a project plan
• Ensure client deliverables are identified and relevant funding strategies are designed
• Execute designed strategies using internal procedures to fund client accounts
• Provide reports to senior management and external parties like Trustees, Investment Consultants
• Support and peer review other teams work as required

Skills and Expertise

• Solid experience in Defined Contributions/Final Salary operations administration
• Strong Pensions industry experience
• Educated to University Degree level or equivalent
• IMC qualification would be an advantage
• Solid knowledge of retirement market
• Excel proficiency including data presentation
• Knowledge of pooled fund operations and fund accounting
• Knowledge of Project Management tools would be an advantage

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Contact Hannah about this job

Associate, Consultant