At a Glance
- Tasks: Coordinate client onboarding and manage fund launches in a dynamic investment management firm.
- Company: Join a leading global investment management firm with a strong reputation.
- Benefits: Competitive salary, career development opportunities, and a collaborative work environment.
- Other info: Great opportunity for growth in a fast-paced financial services industry.
- Why this job: Make a real impact by enhancing client experiences and driving operational excellence.
- Qualifications: 2-4 years in asset management or client servicing; strong project coordination skills required.
The predicted salary is between 54000 - 66000 £ per year.
A leading global investment management firm is seeking a Client Servicing & Onboarding Analyst to join its growing operations and client solutions team in London. This is an excellent opportunity for an individual with experience in asset management operations, client servicing, onboarding, or middle office functions who is looking to develop their career within a highly respected buy-side environment.
Working across institutional client relationships, you will play a key role in coordinating new client onboarding, managing fund and mandate launches, supporting transition events, and ensuring a seamless client experience throughout the onboarding and servicing lifecycle.
The Role
You will act as a central coordinator between internal stakeholders, clients, custodians, administrators, legal teams, and other service providers to ensure successful implementation and ongoing servicing of institutional mandates. Key responsibilities include:
- Managing the end-to-end onboarding of new institutional clients and mandates
- Coordinating fund launches, account openings, mandate changes, closures, and transition events
- Acting as a primary point of contact for operational client servicing queries
- Liaising with custodians, fund administrators, transition managers, brokers, and other third parties
- Supporting the setup of trading agreements, custody arrangements, and operational infrastructure
- Coordinating operational due diligence reviews, service level agreements, and operating memorandum
- Monitoring project timelines, identifying risks, and ensuring deadlines are met
- Building strong relationships across investment, operations, legal, compliance, and client-facing teams
- Contributing to process improvement initiatives and operational risk projects
About You
The successful candidate will possess a strong understanding of the asset management operating model and have experience supporting institutional clients in either an operational, onboarding, middle office, or client servicing capacity. You will ideally have:
- 2-4 years' experience within asset management, investment operations, client servicing, onboarding, middle office, or fund operations
- Knowledge of investment products including equities, fixed income, derivatives, alternatives, and FX products
- Understanding of operational processes including settlements, reconciliations, corporate actions, client reporting, and custody operations
- Experience working with custodians, brokers, fund accountants, or administrators
- Exposure to industry systems such as Bloomberg, SWIFT, TLM, Portia, HiPortfolio, or similar platforms
- Strong project coordination and stakeholder management skills
- Industry qualifications such as the IMC are advantageous, and additional European language skills would be highly beneficial.
Client Servicing & Onboarding Analyst in London employer: Hays
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StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing & Onboarding Analyst in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hays. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Servicing & Onboarding Analyst in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hays.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hays's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hays
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hays.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hays will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hays employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
