Institutional Client Onboarding Analyst

Ramsey Portia Ltd.; Greater London; On-site; GBP 35,000 - 52,000; Full time

Job summary

Ramsey Portia Ltd. in London is seeking an Institutional Client Implementation Analyst to join our global asset manager partner's London team.

This permanent role sits within the client onboarding function and will coordinate client lifecycle events while supporting client-facing teams to deliver a best-in-class service. Key responsibilities include coordinating client lifecycle events (fee changes, IMA updates, terminations), supporting derivative trading agreements and new market access, and

Qualifications

• 1–2 years’ experience in asset management or client servicing.
• Understanding of institutional asset management and operations.
• Excellent organisation, attention to detail and ability to meet deadlines.
• Strong interpersonal and communication skills, fluent English.

Responsibilities

• Coordinating client lifecycle events (fee changes, IMA updates, terminations).
• Support activities such as derivative trading agreements and new market access.
• Assisting with client queries, monthly and quarterly reporting.

Skills

Client servicing

Portfolio implementation

Attention to detail

Interpersonal skills

Job description

A leading global asset manager is seeking an Institutional Client Implementation Analyst to join their London team. This permanent role sits within the client onboarding function and will be instrumental in coordinating client lifecycle events while supporting client-facing teams to deliver a best-in-class service.

The role will include:

• Coordinating client lifecycle events (fee changes, IMA updates, terminations).
• Supporting activities such as derivative trading agreements and new market access.
• Assisting with client queries, monthly and quarterly reporting.

The ideal candidate will bring:

• Minimum 1–2 years’ experience in asset management in a similar role (client servicing or operations).
• Strong understanding of institutional asset management; exposure to portfolio implementation or investment operations is highly beneficial.
• Excellent organisation, attention to detail, and ability to work to tight deadlines.
• A client-focused mindset with strong interpersonal and communication skills.
• Fluent English (additional European languages a plus).

This is an excellent opportunity for someone with early career experience in investment operations or client servicing to step into a high-profile institutional function at a global asset manager.