Client Transitions Specialist

1 month ago


London, Greater London, United Kingdom Mason Blake Full time

Mason 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 account opening documentation for new client accounts
  • Initiating account record set-up for new accounts and/or portfolios and on-going maintenance of existing account records
  • 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
  • Liaison and co-ordination 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

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.



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