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Transitions Manager

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Salary £40k to £60k
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/KH/29804
Contact Kirsty Pineger
Date posted 13-09-2018

If you have experience within investment management, particularly within asset transferring, a fantastic opportunity is available to work within one of the largest investment management firms. You will be working in the London office with the main focus on asset transition.

Key responsibilities;

- To oversee the transfer of assets for new clients
- Work with clients/trustees to understand their transitioning requirements
- Provide clients/trustees with documentation and other requirements
- Produce transition plans in co-operation with other teams and key internal stakeholders
- Perform data analysis required to calculate target position prior to dealing and restructuring of assets.
- Perform data analysis and interpretation of contract notes and statements to create a final position upon completion of a transition.
- Provide a summary of calculations performed during a transition that illustrate the journey of a member’s assets for inclusion in the post transition reconciliation report

Key Skills;

- Strong academic background or equivalent experience.
- Project planning especially around new business take ons
- Transitioning of pension scheme assets
- Previous experience in MI / BI role.
- Demonstrable experience in preparing data for use in high-value financial transactions
- Specialist knowledge/skills
- Demonstrable experience in performing financial reconciliations and working alongside spreadsheet/data management specialists

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Contact Kirsty about this job

Director, Investment & Middle Office