Global Client Transitions Analyst - Asset Management

Mason Blake; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A top-tier investment management house in London seeks a Client Transitions Analyst to join their team. This role involves managing documentation for client accounts, coordinating fund transitions, and supporting stakeholders. Ideal candidates will have investment management experience and relevant qualifications like IMC or CFA. This is a great opportunity for an Operations Analyst looking to enhance their career in a prestigious firm.

Qualifications

• Experience in a similar role within the investment management sector.
• Industry relevant qualifications like IMC or CFA, or a desire towards such.
• Ability to engage with senior stakeholders globally.

Responsibilities

• Ensure timely delivery of account opening documentation.
• Initiate account record setup for new accounts.
• Coordinate fund launches and related transition events.
• Provide assistance and training to colleagues.
• Liaise with Transition Managers when relevant.
• Monitor daily cash flows and confirm transactions.

Skills

Account management

Investment management

Stakeholder engagement

Transition strategies

Education

IMC or CFA qualifications

Job description

A top-tier investment management house in London seeks a Client Transitions Analyst to join their team. This role involves managing documentation for client accounts, coordinating fund transitions, and supporting stakeholders. Ideal candidates will have investment management experience and relevant qualifications like IMC or CFA. This is a great opportunity for an Operations Analyst looking to enhance their career in a prestigious firm.