Client Transition Specialist

1 month ago


London, Greater London, United Kingdom Mason Blake Full time

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
Requirements:
  • 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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