Client Transition Specialist
1 month ago
Mason Blake is seeking a Client Transition Specialist to join their high-performing team on a permanent basis. The ideal candidate will have experience in a similar role within the investment management sector and hold industry-relevant qualifications, such as IMC or CFA.
Key Responsibilities:- Ensure timely and consistent delivery of account opening documentation for new client accounts
- Initiate account record set-up for new accounts and/or portfolios and maintain existing account records
- Coordinate fund launches, fund closures, share class launches, and related transition events
- Provide assistance and training to colleagues and act as a global expert for account record set-ups
- Liaise and coordinate with Transition Managers where relevant
- Coordinate the reconciliation of external transition management trade execution files for new or existing accounts
- Be a thought partner to Client Integration Managers, Portfolio Manager/Coordinator, and Trading in the development and implementation of client transition strategies
- Coordinate with Portfolio Management, Trading, and Investment personnel to facilitate transition events on a pre and post event basis
- Maintain awareness of industry, custodian bank, and regulatory change
- Experience in a similar role within the investment management sector
- Holds industry-relevant qualifications, such as IMC or CFA
- Comes across as credible and able to hold their own in front of senior stakeholders at a global level
This is an excellent opportunity for an Operations Analyst working within a hedge fund or investment management company to excel their career in a prestigious buy-side house.
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Client Transitions Specialist
1 month ago
London, Greater London, United Kingdom Mason Blake Full timeMason Blake is seeking a Client Transitions Specialist to join their high-performing team on a permanent basis. The ideal candidate will have 3-5 years' experience in an Operations role within the investment management sector and hold industry-relevant qualifications, such as IMC or CFA.Key Responsibilities:Ensuring the timely and consistent delivery of...
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Client Transition Manager
1 month ago
London, Greater London, United Kingdom Quilter Full timeAbout the RoleLevel: Level 4Department: The Advice Hub - DistributionLocation: England – Home WorkerContract type: PermanentAt Quilter, we're committed to delivering exceptional client experiences. As a Client Transition Manager, you'll play a critical role in ensuring seamless transitions for our clients, leveraging your expertise in project management,...
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Energy Transition Specialist
5 days ago
London, Greater London, United Kingdom LGBT Great Full timeExcel in Your Career as an Energy Transition SpecialistWe are seeking a highly skilled and motivated Energy Transition Specialist to join our team at LGBT Great. As an Energy Transition Specialist, you will play a critical role in supporting the growth of our renewable energy portfolio and driving business development initiatives.Job Description:Develop and...
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Energy Transition Specialist
2 weeks ago
London, Greater London, United Kingdom Forvis Mazars Full timeAt Forvis Mazars, we are seeking a highly experienced Energy Transition Specialist to join our I&S Risk Consulting, Energy, and Infrastructure team.Role OverviewThe successful candidate will act as a subject matter specialist in the Energy and Infrastructure sectors, demonstrating extensive knowledge of the energy transition environment. This role involves...
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Sustainability Transition Specialist
2 weeks ago
London, Greater London, United Kingdom TW Full timeAbout the Role:As a Sustainability Transition Specialist at TW, you will be part of a team dedicated to accelerating energy transition and supporting net zero initiatives. Your key responsibility will be to analyze market trends and business performance within sustainability, working closely with leaders to provide strategic insights.Key...
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Energy Transition Specialist
12 hours ago
London, Greater London, United Kingdom Forvis Mazars UK Full time**Forvis Mazars UK - A Leading Advisory Firm**We are seeking a highly experienced Senior Manager/ Associate Director to join our team in the I&S Risk Consulting, Energy, and Infrastructure business unit. The successful candidate will act as a subject matter specialist, demonstrating extensive knowledge of the energy, infrastructure, and energy transition...
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Energy Transition Specialist
4 weeks ago
London, Greater London, United Kingdom Lockton Companies Full timeLockton Global EnergyAs a trusted partner to our clients, we provide cost-effective, bespoke insurance and risk solutions. Our team of handpicked energy specialists harnesses deep expertise to secure tailored solutions for our clients.We are looking for a Business Development Associate to help roll out a European Energy Transition practice. The initial focus...
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Climate Transition Specialist
3 weeks ago
London, Greater London, United Kingdom Timely Recruit Ltd Full time £60,000 - £72,000About the Role:We are seeking a Climate Transition Specialist to join our team at Timely Recruit Ltd. As a key member of our climate risk advisory team, you will play a critical role in helping clients navigate the challenges and opportunities presented by physical climate change and the transition to a low-carbon economy.Key Responsibilities:Conduct...
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Energy Transition Specialist
2 weeks ago
London, Greater London, United Kingdom Lockton Companies Full timeBusiness Development AssociateLockton Global Energy is a leading global team of energy specialists, providing cost-effective, bespoke insurance and risk solutions to clients. As an independent broker, we prioritize our clients' interests over profit margins.We are looking for a Business Development Associate to help establish a European Energy Transition...
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Energy Transition Specialist
4 weeks ago
London, Greater London, United Kingdom Aon Hewitt Full timeEnergy Transition SpecialistWe are seeking a skilled Energy Transition Specialist to join our team at Aon. As a key member of our renewable energy team, you will play a crucial role in helping our clients navigate the complex energy landscape.Key Responsibilities:Client management and broking, serving a worldwide portfolio of clients produced on a wholesale...
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Energy Transition Specialist
2 weeks ago
London, Greater London, United Kingdom Hydro Energy Group Full timeHydro Energy Group is a leading recruitment business driving the energy transition.The estimated salary for this role is between £60,000 - £80,000 per annum, depending on experience and qualifications.About the Role:We are seeking a highly ambitious Senior Account Manager to join our team in driving continued growth and success. As an Energy Transition...
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Transition Specialist
1 day ago
London, Greater London, United Kingdom New City College Full timeJob Title:Transition SpecialistAbout the Role:We are seeking a highly skilled Transition Specialist to join our Supported Learning provision. The successful candidate will focus on ensuring smooth transitions for EHCP and High Needs Students, including attending Annual Reviews and school liaison.The role will involve developing strong relationships with...
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Energy Transition Specialist
1 month ago
London, Greater London, United Kingdom https:jobs-redefined.cositemap Full timeTake your career to the next level in renewable energy insurance. As an Energy Transition Specialist, you'll be at the forefront of the energy transition, working with a global leader in renewable energy. This hybrid role offers flexibility to work virtually or from our London or Chelmsford offices.Client management and broking services for a worldwide...
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Client Transition Manager
12 hours ago
London, Greater London, United Kingdom Mason Blake Full timeJob DescriptionIn this key role, you will be responsible for ensuring the timely delivery of account opening documentation for new client accounts, orchestrating custodial and market openings. You will also initiate account record set-ups for new accounts and/or portfolios, and maintain existing account records.Coordinating fund launches, fund closures,...
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Energy Transition Specialist
4 weeks ago
London, Greater London, United Kingdom Aon Corporation Full timeUnlock Your Potential in Renewable EnergyAon Corporation is seeking a highly skilled Energy Transition Specialist to join our team. As a key player in the energy transition, you will be responsible for managing a worldwide portfolio of clients, presenting winning go-to-market strategies, and reviewing insurance documentation.Key Responsibilities:Client...
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Energy Transition Specialist Partner
11 hours ago
London, Greater London, United Kingdom Cyan Partners Full timeCyan Partners is a long-established mid-tier law firm with an entrenched developer client base. Our built environment sector group has been a leader for many years, advising our loyal clients on property, construction, planning, and disputes.Job OpportunityWe are seeking an experienced Energy Transition Specialist to join our team as a partner. This is an...
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Senior Transition Management Specialist
13 hours ago
London, Greater London, United Kingdom M&G plc Full timeSenior Transition Management SpecialistM&G plc, a leading international savings and investments business, is seeking an exceptional Senior Transition Management Specialist to join its Asset Management team. The successful candidate will play a pivotal role in developing and executing the implementation approach for asset transitions, ensuring seamless client...
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Energy Transition Specialist
10 hours ago
London, Greater London, United Kingdom E Gruppe Full timeEnergy Transition SpecialistWe are looking for a talented Energy Transition Specialist to join our team at E Gruppe. As an Energy Transition Specialist, you will play a key role in supporting our expanding business and helping to shape the future of energy.This is a permanent position with one of Europe's largest energy providers. You will work alongside our...
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Energy Transition Specialist
1 month ago
London, Greater London, United Kingdom First Recruitment Group Full timeOur client, a leading provider of impartial consulting services to the energy industry, is seeking a highly skilled Energy Transition Specialist to join their Early Advisory team.The successful candidate will be responsible for leading and delivering strategic objectives, including achieving Net Zero by 2030, and will work closely with executive leadership...
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Energy Transition Specialist
12 hours ago
London, Greater London, United Kingdom NES Fircroft Full timeJob DescriptionEstimated salary: £60,000 - £80,000 per annum.We are seeking an experienced Energy Transition Specialist to join our team at NES Fircroft. As a key member of our Business Winning team, you will be responsible for developing and executing business growth strategies across our Energy Sector.You will work closely with clients and stakeholders...