FDM is a global business and technology consultancy seeking a Transition and Onboarding Specialist to work for our client within the finance sector. This is initially a 12-month contract with the potential to extend and will be a hybrid role based in London.
Our client is seeking a highly organised and detail-oriented Transition & Onboarding Specialist to join their Investment Management Operations Division. This individual will play a key role in servicing institutional clients and coordinating critical client events, including onboarding of new business, account transitions, and client terminations.
Acting as a central point of contact, the successful candidate will liaise with internal stakeholders and external service providers—most notably the outsourced Investment Manager Solutions (IMS) team—to ensure all client deliverables are met with precision and professionalism.
Responsibilities
1. Coordinate and oversee all client events, including onboarding, account terminations, custody transfers, and in-specie transitions
2. Provide daily operational support to clients, addressing queries across reporting, transitions, and investment decision-related issues
3. Manage the set-up and ongoing maintenance of custody, fund accounting, and transition management arrangements
4. Serve as the main point of contact for clients and internal stakeholders including portfolio managers, legal, compliance, risk, sales, and operations teams
5. Facilitate internal meetings around client events, ensuring all functions are aligned and tasks are executed efficiently
6. Work in close collaboration with outsourced teams to ensure timely and accurate account set-up and system updates
7. Collaborate with CRM and clients to fully understand expectations and ensure seamless delivery.
8. Analyse investment management agreements and related documentation, providing feedback and highlighting potential risks or requirements
9. Partner with Product Development and Fund Administration teams to support the creation of proprietary investment vehicles
10. Draft and maintain detailed procedures for new business post-implementation
11. Prepare and manage documentation required for SSAE18 audits
12. Proactively identify and implement opportunities to improve workflows, technologies, and operational efficiency
13. Liaise with colleagues across global teams to share insights and ensure alignment on processes
14. Apply strong judgement to identify risk areas and escalate issues appropriately via formal channels