A leading fund manager is seeking an Institutional Client Onboarding & Implementation Manager to use their onboarding experience to work with clients, internal and external stakeholders - coordinating the end-to-end implementation of all major lifecycle events for their segregated client mandates.
Key Responsibilities & Duties:
* Coordinate the onboarding of new client mandates, subsequent lifecycle events such as portfolio changes & termination.
* Proactively liaise with, and keep informed, both external and internal stakeholders to ensure a smooth and efficient transition process. An understanding of the requirements, responsibilities and general processes of each stakeholder are vital.
* Responsible for sending regular, clear and detailed updates to the business with regards to the status of on-going transition activity.
* Where required coordinate other activities such as derivative trading agreements, new market opening and set-up etc
1. The role requires:
* 3 years asset management industry experience in client onboarding or similar role.
* Excellent understanding of the various aspects of portfolio implementation, including operational processes, legal and regulatory risks, investment, market risk etc.
* Project management experience advantageous.
* Excellent interpersonal and communication skills including an ability to adapt style according to the audience.
* Curious with a willingness to understand the details and nuances of different investment strategies and markets.
* Ability to apply critical thinking and problem solving.
* Able to work independently but also integrate into a small, dynamic team.
* Very organised with attention to detail.
* Ability to task-switch, work to tight deadlines.
* Highly motivated and committed with a self-improvement mind-set.