Banking Specialist

3 weeks ago


United Kingdom Threadneedle group Full time

In this role you will manage and coordinate the onboarding, offboarding, client custodian/administrator changes and major mandate re-organisations for EMEA & APAC Institutional clients supported by Client Change and Client Services Operations.
With the support of other teams, you will ensure regulatory guidelines with regards to these events are adhered to. Planning and management of Client Onboarding events, including co-ordinating multiple stakeholders, producing transition timelines and leading issue resolution or escalation where required
Provide clear and concise communication throughout the lifecycle of events ensuring roles and responsibilities are understood and holding stakeholders to account for timely delivery
Client Management, Client Change, Global Fund Services, Legal, Investment Ops, Data Management, GOIS Operations and Investment Desks to facilitate the smooth execution of client events
Experience in Asset Management industry
Good understanding of Asset Management Operations
Project management experience/qualification an advantage

Here, you’ll find growth and career opportunities across all of our businesses. We’re intentionally built to help you succeed. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.


Full-Time/Part-Time
Full time Worker Sub Type
Permanent Job Family Group



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