Client Services / Client Implementation - Asset Management

Company

Global Asset Manager

Role

Working closely with distribution, third parties and other functional areas to ensure delivery of all required activities operating as central project manager for the onboarding, transition, or fund launch

Ensure quality and consistency of the client lifecycle process including project planning and delivery of new client onboarding, asset transitions for segregated clients and new fund launches

On-going maintenance of existing account records

Coordinating new fund launches and closures

Dealing with portfolio changes with an emphasis on risk management and control environment.

Provide a central source of knowledge of operational and onboarding requirements & respond to client & internal queries on the onboarding process

Design, implement and monitor enhanced processes to improve the onboarding process

Responsible for the day to day relationship with outsource transition service providers and ensure that they deliver to deadlines

Requirements

Proven experience in Onboarding Fund Launches or Transitions in Asset Management

Articulate, switched-on and intelligent and comfortable working with stakeholders at all levels internally and externally

Risk aware with strong business judgment and project planning skills.