Client Transition Analyst

Our client is a top tier investment management house based in London. Due to continued company growth and success, they are now looking to recruit aClient Transitions Analystto join their high-performing team on a permanent basis.TheClient Transitions Analystwill take responsibility for the following duties:Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openingsInitiating account record set-up for new accounts and/or portfolios and on-going maintenance of existing account records; reviewing and approving new account set-upsCoordinating fund launches, fund closures, share class launches, and related transition eventsProviding assistance and training to colleagues as well as acting as global expert for account record set-ups; updating process and control checklistsLiaison and co-ordination with Transition Managers where relevantCoordinating the reconciliation of external transition management trade execution files for new or existing accountsBeing a thought partner to Client Integration Managers, Portfolio Manager/Coordinator and Trading in the development and implementation of client transition strategiesCoordinating with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post event basisMonitoring and processing of daily cash flows and confirming cash flow transactions with custodian banksMaintaining awareness of industry, custodian bank and regulatory change; develop understanding of different jurisdictions, client requirements, and custodian banksTheClient Transitions Analystwill meet the following criteria:Experience in an similar role within the investment management sectorHolds industry relevant qualifications, such as IMC or CFA, or a desire towards such a qualificationComes across as credible and as someone who can hold their own in front of senior stakeholders at a global levelThis is an excellent opportunity for anOperations Analystworking within a hedge fund or investment management company, who is now looking to excel their career in a prestigious buy-side house.If you believe your background meets the criteria, please apply with your CV.Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or ageApply for this job
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