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DC Implementation

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Salary Competitive
Type Permanent
Location Surrey
Sector Wealth & Asset Management
Job Reference T8/HCC/25835
Contact Hannah Cavaciuti
Date posted 21-04-2017

We have multiple opportunities to join one of the largest Investment Management firms, in a rewarding DC Implementation role. We are recruiting for an Assistant Manager, Manager and Senior Manager. The ideal candidate will have proven implementation expertise and DC knowledge, from an asset management background.

As DC Implementation Specialist, you will support the client onboarding and changes management service, across the full range of products.

Key Responsibilities

• Manage the DC implementation of client mandates (new and changes)
• Update and manage the expectations of key stakeholders on progress
• Draft /negotiate investment, fee and operational schedules to client IMAs
• Project manage changes to client portfolios or agreements
• Verify templated legal documentation produced by the team
• Contribute to new product launches and ensure compliance with internal processes and procedures
• Make recommendations and contribute to process improvement

Skills and Expertise

• DC / DB expertise from an Investment Management background
• Implementation background
• Solid knowledge of a range of product structures, asset classes, financial instruments and investment strategies
• Institutional client experience
• Proven knowledge of the regulatory environment and industry specific matters
• Experience in legal documentation drafting and developing procedures
• Proven senior stakeholder experience
• Project management experience

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Contact Hannah about this job

Associate, Consultant