Portfolio Transition Coordinator
4 days ago
We are seeking a highly skilled Portfolio Transition Coordinator to join our team at Mason Blake in London. In this role, you will play a critical part in ensuring the successful transition of client assets, providing exceptional service to our clients and driving business growth.
Key Duties:- Coordinate the entire account opening process, from initial contact to final account setup
- Work closely with Transition Managers and other stakeholders to ensure seamless transitions
- Maintain accurate and up-to-date records of all client transactions and communications
- Provide training and support to colleagues, acting as a subject matter expert
- Liaise with Portfolio Management, Trading, and Investment teams to facilitate smooth transition events
- Monitor and respond to any issues that may arise during the transition process
The ideal candidate will have a strong background in investment management operations, excellent communication skills, and the ability to work effectively under pressure. The estimated salary for this position is £55,000 - £75,000 per annum, depending on experience.
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IT Portfolio Manager
1 month ago
London, Greater London, United Kingdom Transition Partners Full time £70,000Job Title: IT Portfolio ManagerWe are seeking an experienced IT Portfolio Manager to join our team at Transition Partners. As a key member of our organization, you will be responsible for managing and delivering IT projects across various new developments and refurbishments, ensuring seamless technology integration and high-quality solutions.Key...
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IT Service Portfolio Manager
1 month ago
London, Greater London, United Kingdom Transition Partners Full time £70,000Job Title: IT Service Portfolio ManagerJob Summary: We are seeking an experienced IT Service Portfolio Manager to oversee the end-to-end delivery of technology projects for new developments and refurbishments.Key Responsibilities:* Oversee the delivery of technology projects across various new developments and refurbishments* Collaborate with development and...
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Energy Transition Portfolio Manager
1 month ago
London, Greater London, United Kingdom Triple Point Group Full timeJoin Our Team as a Portfolio Manager for Energy TransitionWe are seeking a highly skilled Portfolio Manager to join our team at Triple Point Group. As a Portfolio Manager, you will be responsible for overseeing our loan investments in the Energy Transition sector.With a strong background in finance and a passion for sustainability, you will be able to...
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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 Specialist
1 month ago
London, Greater London, United Kingdom Mason Blake Full timeMason 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...
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Portfolio Coordination Specialist
5 days ago
London, Greater London, United Kingdom Mason Blake Full timeJob DescriptionMason Blake is seeking a Multi-Asset Investment Manager to manage and coordinate portfolio implementation and transitions in a consistent, risk-managed, and cost-efficient manner.Key Skills and QualificationsThe ideal candidate will possess:Strong quantitative and data analysis skills.Familiarity with relevant portfolio management systems and...
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Energy Transition Loan Portfolio Manager
4 days ago
London, Greater London, United Kingdom Triple Point Group Full timeJob Title: Energy Transition Loan Portfolio ManagerWe are seeking a highly skilled portfolio manager to oversee our loan investments in the Energy Transition sector. As a newly created role, you will have the opportunity to shape our approach to loan portfolio management and work directly with clients to obtain necessary financial information.The ideal...
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Investment Management Transition Specialist
4 days ago
London, Greater London, United Kingdom Mason Blake Full timeJob DescriptionWe 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...
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Transition Coordinator
3 weeks ago
London, Greater London, United Kingdom Adecco Full timeRole OverviewAs a Transition Manager at Adecco, you will play a critical role in overseeing the seamless transition and mobilisation of projects. Working closely with key stakeholders, you will be responsible for ensuring all information is collected, tracked, and actioned efficiently. Your role is essential in guaranteeing that projects are launched...
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IT Portfolio Director
2 weeks ago
London, Greater London, United Kingdom Transition Partners Full time £70,000Job Title: Portfolio IT ManagerJob Type: Full-timeLocation: Central London (Hybrid, 3 days per week onsite)Salary: Up to £70,000 + Excellent BenefitsThis role is ideal for an experienced IT professional looking to take on a leadership position within a fast-paced organisation.Key Responsibilities:Technology Project Leadership: Oversee the end-to-end...
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Operations Transition Coordinator
5 days ago
London, Greater London, United Kingdom Mason Blake Full timeMason Blake is a growing investment management firm that values innovation and client-centricity. About the Job:We are seeking an Operations Transition Coordinator to join our dedicated team and play a key role in ensuring seamless client transitions.Key Responsibilities:Employ advanced data analysis techniques to evaluate performance metrics and provide...
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Transition Coordinator
1 month ago
London, Greater London, United Kingdom New City College Full timeAbout the RoleWe are seeking a skilled Transition Coordinator to join our Supported Learning provision. This role will focus on ensuring a smooth transition for EHCP and High Needs students, including attending Annual Reviews and school liaison.The successful candidate will have experience working within education with High Needs and EHCP learners, and be...
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Client Transition Manager
4 days 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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Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom ENGINEERINGUK Full timeAbout This RoleThe Portfolio Manager - Transition Management will be responsible for managing portfolio restructurings for institutional clients within a multi-asset class environment across various financial instruments.The ideal candidate will have a strong understanding of capital markets and portfolio management, with 4-8 years of experience in an...
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Portfolio Support Professional
4 days ago
London, Greater London, United Kingdom Mason Blake Full timeAbout the CompanyMason Blake is a top-tier investment management house based in London. With continued growth and success, we are now looking to recruit a Client Transition Manager to join our high-performing team on a permanent basis.Ensuring the reconciliation of external transition management trade execution files for new or existing accountsCoordinating...
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Payroll Coordinator Position
4 weeks ago
London, Greater London, United Kingdom Portfolio Payroll Full timePayroll Coordinator Role at Portfolio PayrollWe are seeking a skilled Payroll Coordinator to join our team at Portfolio Payroll.The ideal candidate will have experience running UK payrolls for a large number of employees and be able to learn and adapt to global payrolls.Responsible for processing UK payrolls for approximately 1000 employeesExposure to learn...
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Pathways Transition Coordinator
2 weeks ago
London, Greater London, United Kingdom Change Grow Live Full timeJob OverviewWe are seeking a dedicated and proactive Senior Worker - Pathways Coordinator to join our team at Change Grow Live.This role involves coordinating the smooth transition of individuals from Camden Routes off The Streets (RTS) to Camden hostels, working with hotels, backpacker hostels, and B&B accommodations to arrange temporary stays, and liaising...
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Investment Portfolio Manager
4 weeks ago
London, Greater London, United Kingdom Blackrock, Inc. Full timeAbout This RoleBlackRock's Transition Management team is seeking a highly skilled Investment Portfolio Manager to join our team. As a key member of the team, you will be responsible for managing portfolio restructurings for institutional clients and working within a multi-asset class environment across a range of financial instruments.Key...
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Young Adults Transition Support Coordinator
4 days ago
London, Greater London, United Kingdom Care Leaver Covenant Full timeJob DescriptionWe are seeking a dedicated professional to fill the position of Young Adults Transition Support Coordinator. This role involves working closely with care experienced young adults aged 18-25 across London, providing them with the necessary support to navigate the transition to adulthood.The types of challenges our young people face include...
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Asset Portfolio Director
5 days ago
London, Greater London, United Kingdom Mason Blake Full timeJob DetailsLocation: LondonJob Type: PermanentJob ID: CompetitiveDescriptionMason Blake is seeking a Multi-Asset Investment Manager to manage and coordinate portfolio implementation and transitions in a consistent, risk-managed, and cost-efficient manner.Develop implementation plans driven by pre-trade analysis.Utilize automation tools to enable value-added...