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Client Implementation and Transitions Analyst

Salary Competitive
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/HCC/25713
Contact Hannah Cavaciuti
Date posted 30-03-2017

A progressive asset manager is sourcing for a Client Implementation and Transitions Analyst to take ownership for the client on-boarding, and act as point of contact for both internal and external clients. You be responsible for planning, coordination and change activities, and for ensuring successful implementation.

Key Responsibilities

• Manage the process of transition events (asset take on and take off, pooled fund in-specie events, fund restructures, unit switches, and other)
• Manage the transaction processing (incl trade booking and exceptions resolution)
• Be consultative on client change events for other parties
• Contribute to processes and procedures improvement, and participate in projects
• Liaise with Investment Managers and Transition Managers on event completion
• Work closely with custodians to ensure the settlement of free-of-payment trades

Skills and Expertise

• Proven client implementation and transitions experience from an Investment Management background
• Experience in transition coordination and free-of-payment trades
• Cross product knowledge Bonds, Equities, FX, Futures, Pooled / Mutual Funds
• Previous experience in an Operations role and understanding on the Middle Office functions
• Senior stakeholder management experience
• Educated to University degree level or equivalent
• Industry qualifications will be an advantage

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Contact Hannah about this job

Associate, Consultant