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Client Transitions Analyst

Mason Blake

London

On-site

GBP 100,000 - 125,000

Full time

30+ days ago

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An established industry player is seeking a Client Transitions Analyst to join their dynamic team in London. This role offers a unique opportunity to engage in the exciting world of investment management, where you'll be responsible for ensuring seamless account transitions and providing expert support to colleagues. You will coordinate various transition events, maintain critical account records, and liaise with key stakeholders. If you have a solid background in operations within the investment sector and are eager to elevate your career, this position is perfect for you. Join a prestigious firm where your contributions will make a significant impact.

3-5 years of experience in an Operations role in investment management.
Degree level education or equivalent, with a preference for 2.1 qualification.

Ensure timely delivery of account opening documentation for new clients.
Coordinate fund launches and assist colleagues with account record setups.

Operations Management

Client Transition Strategies

Stakeholder Management

Cash Flow Monitoring

Degree Level Education

IMC or CFA Qualification

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 a Client Transitions Analyst to join their high-performing team on a permanent basis.

The Client Transitions Analyst will take responsibility for the following duties:

Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings.
Initiating account record set-up for new accounts and/or portfolios and on-going maintenance of existing account records; reviewing and approving new account set-ups.
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; updating process and control checklists.
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.
Monitoring and processing of daily cash flows and confirming cash flow transactions with custodian banks.
Maintaining awareness of industry, custodian bank, and regulatory change; develop understanding of different jurisdictions, client requirements, and custodian banks.

The Client Transitions Analyst will meet the following criteria:

3-5 years’ experience in an Operations role within the investment management sector.
Educated to degree level or equivalent (2.1 qualification or above is preferable).
Holds industry relevant qualifications, such as IMC or CFA, or is working towards such a qualification.
Comes across as credible and as someone who can hold their own in front of senior stakeholders at a global level.

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.

If you believe your background meets the criteria, please apply with your CV.

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