Trade Management Consultant

To work in a consultant level role within our Trade Management Team, which is responsible for the efficient implementation of client trades, which may include the use of third-party transition managers.
The core role focuses on transition project management and advising on transitions, which can involve monitoring relatively simple unit level transactions in pooled vehicles through to complex multiple investment manager and asset class transitions.
The responsibility of the consultant will be to oversee a team of analysts in the monitoring and management of all of the parties involved in individual transitions, as well as ensuring the client team and client are updated about project progress on a regularbasis.The role includes oversight of transitions for a range of client types, including advisory, delegated/fiduciary, and our funds business.
**The role opportunity allows for flexibility in your working arrangements. Our team is primarily based in Reigate however we also support home working and we would be happy to discuss this with you further.**
**The Role**
**More specifically, the role would entail the following**:

- utilising strong knowledge of transitions to provide a transition monitoring service to clients.This includes being aware of market transaction standards, trading strategies, nuances of foreign exchange and currency hedging, and the various risks associatedwith transitions.
- working with client consultants and analysts in order to provide suitable solutions for client implementation and transition projects.
- management of analysts within the team who are responsible for producing and implementing high quality plans for transitioning client assets.The consultant must work with analysts ranging from very junior to very experienced to ensure that the plans producedare operationally practicable and in investment terms optimal, given the client context.
- responsibility for reviewing in detail the work of analysts in the team and ensuring that it will deliver the expected results, with a high degree of accuracy and mínimal errors.The consultant needs to be prepared to spend considerable time checking allaspects of the work of analysts; working with them to develop their skills and understanding.
- being comfortable overseeing a large number of projects at any one time, maintaining a high quality of work at all times.
- ensuring nominated projects are managed to plan and be able to communicate clearly to the head of transitions and client teams about progress, issues and outcomes. Consultants are expected to be able to provide to and receive “peer review” from other consultantsin an encouraging manner, in what is a collegiate environment.
- contributing to the development of new business initiatives.
- potential having line management responsibility (dependent on the individual) for a small number of analysts in the team.
- demonstrating risk-management excellence and ensure appropriate procedures are adhered to.
- The team is responsible for a number of activities outside of the scope of transition project management, hence there is the flexibility for an investment consultant within the team to be involved in areas such as transition manager research and consulting,together with focusing on project management skills within the wider investment business.

**The Requirements**:

- Proven experience within a transition project management role.Ability to communicate a thorough understanding of transition management processes within the investment industry
- Strong investment knowledge and awareness, possibly obtained through pursuit/achievement of IMC, CISI, or Securities Institute qualifications
- Good understanding of the asset management and pension industries
- Familiarity with trading procedures of pooled funds and mainstream investment markets. Familiarity with the characteristics and pricing of major asset classes and FX
- Good working practices to deliver timely, accurate, efficient and well-communicated solutions, sometimes at short notice
- Team-player, strong project management skills, with the ability to fit seamlessly into wider group of associates all focused on delivering work of exceptional quality
- IT and Microsoft Office skills.

**Equal Opportunity Employer