Investment Management Transition Specialist
1 month ago
We are seeking an experienced Investment Management Transition Specialist to join our team at Mason Blake in London. This is an excellent opportunity for an Operations Analyst working within a hedge fund or investment management company, who is now looking to excel their career in a prestigious buy-side house.
Key Responsibilities:- Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings
- Initiating account record set-up for new accounts and/or portfolios and ongoing maintenance of existing account records; reviewing and approving new account set-ups
- Coordinating fund launches, fund closures, share class launches, and related transition events
- Providing assistance and training to colleagues as well as acting as global expert for account record set-ups; updating process and control checklists
- Liaison and coordination with Transition Managers where relevant
- Coordinating the reconciliation of external transition management trade execution files for new or existing accounts
- Being a thought partner to Client Integration Managers, Portfolio Manager/Coordinator and Trading in the development and implementation of client transition strategies
- Coordinating with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post event basis
- Maintaining awareness of industry, custodian bank and regulatory change;
The ideal candidate will have experience in a similar role within the investment management sector, hold industry-relevant qualifications such as IMC or CFA, or be willing to pursue such a qualification. They should also possess strong communication skills and be able to effectively liaise with senior stakeholders. The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience.
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