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- Tasks: Manage client onboarding and transitions, ensuring smooth account setups and fund launches.
- Company: Top-tier investment management house based in London with a high-performing team.
- Benefits: Competitive salary, career growth, and the chance to work with industry experts.
- Other info: Great opportunity for career advancement in a dynamic environment.
- Why this job: Join a prestigious firm and make a real impact in client operations.
- Qualifications: 5+ years in investment management operations; degree level education preferred.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a top tier investment management house based in London. Due to continued company growth and success, they are now looking to recruit a Client Operations/Transitions Manager to join their high-performing team on a permanent basis.
The Client Operations/Transitions Manager will take responsibility for the following duties:
- Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings.
- Initiating account record set-up for new accounts and/or portfolios and on-going maintenance of existing account records; reviewing and approving new account set-ups.
- Coordinating fund launches, fund closures, share class launches, and related transition events.
- Providing assistance and training to colleagues as well as acting as global expert for account record set-ups; updating process and control checklists.
- Liaison and co-ordination with Transition Managers where relevant.
- Coordinating the reconciliation of external transition management trade execution files for new or existing accounts.
- Being a thought partner to Client Integration Managers, Portfolio Manager/Coordinator, and Trading in the development and implementation of client transition strategies.
- Coordinating with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post event basis.
- Monitoring and processing of daily cash flows and confirming cash flow transactions with custodian banks.
- Maintaining awareness of industry, custodian bank and regulatory change; develop understanding of different jurisdictions, client requirements, and custodian banks.
The Client Operations/Transitions Manager will meet the following criteria:
- 5+ years' experience in an Operations role within the investment management sector.
- Educated to degree level or equivalent (2.1 qualification or above is preferable).
- Holds industry relevant qualifications, such as IMC or CFA, or is working towards such a qualification.
- Comes across as credible and as someone who can hold their own in front of senior stakeholders at a global level.
This is an excellent opportunity for an Operations Analyst working within a hedge fund or investment management company, who is now looking to excel their career in a prestigious buy-side house. If you believe your background meets the criteria, please apply with your CV.
Client Onboarding/Transition Manager in London employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding/Transition Manager in London
✨Network Like a Pro
Get out there and connect with people in the investment management sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in operations and client transitions. Use specific examples from your past roles to demonstrate how you’ve successfully managed account openings and transitions. We want to see you shine!
✨Prepare for Interviews
Do your homework before interviews! Research the company, understand their client onboarding processes, and be ready to discuss how you can contribute to their success. We recommend practising common interview questions related to operations and transitions to boost your confidence.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our high-performing team. Let’s make it happen together!
We think you need these skills to ace Client Onboarding/Transition Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Operations/Transitions Manager role. Highlight your 5+ years in operations and any relevant qualifications like IMC or CFA to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role, mentioning specific experiences that demonstrate your ability to manage client transitions and work with senior stakeholders.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to illustrate how you’ve successfully managed account openings or coordinated fund launches in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at Mason Blake
✨Know Your Stuff
Make sure you brush up on the specifics of client onboarding and transition management. Understand the processes involved in account set-ups, fund launches, and the regulatory landscape. This knowledge will help you answer questions confidently and show that you're serious about the role.
✨Showcase Your Experience
Prepare to discuss your previous roles in operations within the investment management sector. Highlight specific examples where you've successfully managed transitions or improved processes. This will demonstrate your capability and give the interviewers a clear picture of what you can bring to their team.
✨Engage with Stakeholders
Since this role involves liaising with various teams and senior stakeholders, practice how you would communicate effectively with them. Think of scenarios where you've had to coordinate with different departments and be ready to share those experiences. This shows you can hold your own in front of senior management.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client transitions and how they handle industry changes. This not only shows your interest in the role but also your proactive mindset. It’s a great way to engage the interviewers and leave a lasting impression.