Onboarding & Client Servicing Analyst - Investment Ops

Mason Blake; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

Mason Blake is seeking a Client Servicing Analyst / Onboarding Coordinator for an asset manager in London. You will support onboarding and ongoing operational activities across the client lifecycle for institutional accounts.

In this role you will coordinate fund and mandate launches, closures and transition events, liaise with custodians, administrators and transition managers, and assist with market openings and trading agreement setup with the Derivatives Administration team.

Qualifications

• 1–2 years' buy-side experience in a client servicing or operations role.
• Strong knowledge of middle/back office functions: settlements, reconciliations, client reporting, performance, pricing & valuation, corporate actions.
• Experience with financial systems such as SWIFT, TLM, Bloomberg, or portfolio accounting platforms (HiPortfolio, Portia, etc.).
• Solid understanding of investment product classes: equities, fixed income, derivatives, alternatives.

Responsibilities

• Project-manage fund and mandate launches, closures and transitions, coordinating with custodians, administrators and transition managers.
• Provide day-to-day client servicing support for institutional accounts and support onboarding across the client lifecycle.

Skills

Buy-side experience

Client servicing

Operations

Multi-tasking

Confident communicator

Education

IMC or similar qualification desirable

Tools

SWIFT

TLM

Bloomberg

HiPortfolio

Portia

Job description

Mason Blake is seeking a Client Servicing Analyst / Onboarding Coordinator for an asset manager in London. You will support onboarding and ongoing operational activities across the client lifecycle for institutional accounts.

In this role you will coordinate fund and mandate launches, closures and transition events, liaise with custodians, administrators and transition managers, and assist with market openings and trading agreement setup with the Derivatives Administration team.