Investment Transitions Associate

2 weeks ago


Leeds, Leeds, United Kingdom Front Row Recruitment Ltd Full time
Due to continued success and growth my client, a leading Investment practice in the UK Institutional field, currently seek a talented graduate to join their expanding team. This is an extremely important role as it involves the project management of small to large scale investment transitions on behalf of some of the UK's largest institutional funds. Duties will include:
  • Planning asset transition projects from start through to completion
  • Helping clients understand key issues surrounding the investment transitions
  • Ensuring that project plans are working towards agreed time-lines and calculating associated costs
  • Preparing and checking investment manager documentation
  • Monitoring transition actions throughout the project and resolving any issues that arise
  • Maintaining audit trails
  • Preparation of post transition data for reconciliation and reporting purposes
  • Providing input into process and procedural improvements
    Applicants will either be degree educated in and business / economics related subject and have a keen interest in the investment industry. You will possess strong communication, numeracy and project management skills with the ability to work in a time sensitive environment. You will have an appreciation of "Risk" within the investment sector, be highly organised, able to prioritise your time and work towards multiple deadlines. A positive attitude and a keen desire to learn is imperative along with strong problem solving skills.

    This is an outstanding opportunity to join one of the UK's leading pension consultancies in an important role which is key to the successful transition of significant funds in the institutional space. A generous remuneration package is on offer along with the opportunity to work with a great team and outstanding prospects for development.

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