Institutional Client Onboarding & Implementation Manager

JR United Kingdom; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading fund manager is seeking an Institutional Client Onboarding & Implementation Manager to facilitate onboarding and coordinate major lifecycle events for segregated client mandates. The ideal candidate will have experience in client onboarding, possess strong communication skills, and be highly organized. This role offers the opportunity to work with both internal and external stakeholders in a dynamic environment.

Qualifications

• 3 years asset management industry experience in client onboarding or similar role.
• Excellent understanding of portfolio implementation and operational processes.
• Highly motivated with a self-improvement mindset.

Responsibilities

• Coordinate the onboarding of new client mandates and lifecycle events.
• Liaise with stakeholders to ensure a smooth transition process.
• Send clear updates regarding ongoing transition activities.

Skills

Interpersonal skills

Communication skills

Critical thinking

Problem solving

Organizational skills

Job description

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Institutional Client Onboarding & Implementation Manager, london

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Client:

Ramsey Portia

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

A leading fund manager is seeking an Institutional Client Onboarding & Implementation Manager to use their onboarding experience to work with clients, internal and external stakeholders - coordinating the end-to-end implementation of all major lifecycle events for their segregated client mandates.

Key Responsibilities & Duties:

• Coordinate the onboarding of new client mandates, subsequent lifecycle events such as portfolio changes & termination.
• Proactively liaise with, and keep informed, both external and internal stakeholders to ensure a smooth and efficient transition process. An understanding of the requirements, responsibilities and general processes of each stakeholder are vital.
• Responsible for sending regular, clear and detailed updates to the business with regards to the status of on-going transition activity.
• Where required coordinate other activities such as derivative trading agreements, new market opening and set-up etc

The role requires:

• 3 years asset management industry experience in client onboarding or similar role.
• Excellent understanding of the various aspects of portfolio implementation, including operational processes, legal and regulatory risks, investment, market risk etc.
• Excellent interpersonal and communication skills including an ability to adapt style according to the audience.
• Curious with a willingness to understand the details and nuances of different investment strategies and markets.
• Ability to apply critical thinking and problem solving.
• Able to work independently but also integrate into a small, dynamic team.
• Very organised with attention to detail.
• Ability to task-switch, work to tight deadlines.
• Highly motivated and committed with a self-improvement mind-set.