Investment Operations Specialist

2 weeks ago


London, Greater London, United Kingdom Mason Blake Full time

Mason Blake, a top-tier investment management house, is seeking an Investment Operations Specialist to join their high-performing team. The successful candidate will serve as a crucial member of the Client Service, Operations, and Projects department, responsible for project management around client transition strategies.

The ideal candidate will have 3-6 years of experience within the investment management industry, with a broad knowledge of the investment management process. They will also possess strong communication skills, with the ability to provide excellent client service and stakeholder management.

Key responsibilities will include:

  • Project management around developing and implementing client transition strategies
  • Formulating project plans for new account closures and openings
  • Managing all aspects of client transition events, including new mandate fundings, terminations, and asset-in-kind flows
  • Working closely with Relationship Managers and Fund Managers to ensure the asset transfers process is operationally efficient
  • Account record set-up for new accounts and portfolios, as well as ongoing maintenance of existing account records

The successful candidate will be a global subject matter expert for account record set-ups and operational procedures, with strong communication skills and the ability to provide excellent client service.

This is an excellent opportunity for a Trade Operations professional looking for a new project-centric role with strategic involvement. Mason Blake offers a collaborative culture, clear career progression, and competitive benefits.



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