At a Glance
- Tasks: Support client asset transitions and manage account onboarding in a dynamic investment environment.
- Company: Join a leading global investment management firm based in London.
- Benefits: Competitive salary, collaborative culture, and opportunities for professional growth.
- Other info: Exciting opportunity with a focus on process improvements and operational best practices.
- Why this job: Make an impact in a fast-paced role while developing your skills in investment operations.
- Qualifications: Experience in investment operations and strong analytical skills required.
The predicted salary is between 50000 - 70000 £ per year.
A leading global investment management firm is seeking a Client Transition Analyst to join its London-based team. This role is responsible for supporting client asset transitions, account onboarding, portfolio restructures, fund events, and asset transfers while ensuring a strong operational risk and control environment.
Key Responsibilities
- Coordinate client transition events including new mandate fundings, account closures, asset transfers and portfolio restructures.
- Manage account opening documentation, custodial and market set-ups and in-kind asset transfers.
- Support portfolio rebalances, benchmark changes and investment-driven account restructures.
- Coordinate fund launches, closures and share class events.
- Liaise with investment teams, portfolio managers, traders, custodians, administrators and external service providers.
- Monitor and process cash flows and support reconciliation activities.
- Contribute to process improvements, controls and operational best practices.
Requirements
- Experience in investment operations, asset management operations, custody, fund operations or financial services.
- Strong understanding of securities, cash movements and investment operational processes.
- Excellent organisational, analytical and stakeholder management skills.
- Strong attention to detail and risk awareness.
- Proficiency in Microsoft Office, particularly Excel.
- Knowledge of derivatives and transfer agency functions is advantageous.
If you have a background in investment operations and are looking to join a collaborative, fast-paced environment within a global investment management business, we would love to hear from you. If you believe your experience meets the criteria, please apply with a copy of your CV.
Please note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
Client Transition Analyst - Mason Blake in London employer: Mason Blake
As a leading global investment management firm, we pride ourselves on fostering a dynamic and inclusive work culture in our London office, where collaboration and innovation thrive. Employees benefit from comprehensive training and development opportunities, ensuring continuous professional growth while working on impactful client transitions in a fast-paced environment. Join us to be part of a team that values excellence, diversity, and the pursuit of operational best practices.
StudySmarter Expert Advice🤫
We think this is how you could land Client Transition Analyst - Mason Blake in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. A personal recommendation can make all the difference when applying for roles like the Client Transition Analyst.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment operations and asset management. Be ready to discuss your experience with client transitions and how you can contribute to process improvements. We want to see your passion for the industry!
✨Tip Number 3
Showcase your skills! If you have experience with Microsoft Excel or any relevant software, be sure to highlight that during your conversations. We love candidates who can demonstrate their analytical abilities and attention to detail.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you're serious about joining our team at Mason Blake. Good luck!
We think you need these skills to ace Client Transition Analyst - Mason Blake in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Transition Analyst role. Highlight your experience in investment operations and any relevant skills that match the job description. We want to see how you can contribute to our team!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that showcase your organisational, analytical, and stakeholder management skills. This will help us see how you fit into our fast-paced environment.
Attention to Detail is Key:Given the nature of the role, attention to detail is crucial. Make sure your application is free from typos and errors. A polished application shows us you take pride in your work and understand the importance of accuracy.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Mason Blake
✨Know Your Stuff
Make sure you brush up on your knowledge of investment operations and asset management. Familiarise yourself with terms like portfolio restructures, fund events, and cash movements. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
As a Client Transition Analyst, you'll need to juggle multiple tasks. Prepare examples from your past experiences where you've successfully managed complex projects or transitions. Highlight your organisational skills and how you ensure everything runs smoothly, even under pressure.
✨Engage with Stakeholders
This role involves liaising with various teams and external providers. Be ready to discuss how you've effectively communicated and collaborated with different stakeholders in previous roles. Share specific instances where your communication made a positive impact on a project.
✨Excel is Your Best Friend
Since proficiency in Excel is crucial for this position, make sure you can demonstrate your skills. If you have experience with advanced functions or data analysis, be prepared to talk about it. You might even want to mention any relevant projects where you used Excel to streamline processes or improve efficiency.
