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Transitions

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Salary £30k to £50k
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/HCC/26101
Contact Hannah Cavaciuti
Date posted 24-05-2017

A large independent investment management firm, is looking for a Transitions Analyst to join the team in London. Working closely with the global relationship teams, the successful candidate will be responsible for supporting the operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes.

Responsibilities will include:
• Ensuring the delivery of account opening documentation for new client accounts; orchestrating custodial and market openings and connectivity both internally and externally as well as coordinating the execution of asset in-kind processing
• Liaison and co-ordination with Transition Managers / legacy investment managers where relevant; Coordinating the reconciliation and loading of external transition management trade execution files for new or existing accounts
• Coordinating with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post event basis.

Skills required:

• Broad knowledge of the investment process, including portfolio construction, trading, investment, custody, fund operations, transfer agency functions and deep securities knowledge including derivatives
• Possess a high degree of analytical ability, strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives
• Exposure to investment operations or financial services operations in a risk management environment would be preferred
• Bachelor’s degrees with 3-6 years of relevant industry experience; and/or progress towards the CFA designation or advanced degree are viewed favourably
• Possess strong written and verbal communication skills, and have the ability to provide excellent client service

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Contact Hannah about this job

Associate, Consultant