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For Companies At a Glance
- Tasks: Lead the onboarding of new financial instruments and ensure smooth project delivery.
- Company: Join a prestigious UK-based investment fund focused on innovation in finance.
- Benefits: Enjoy competitive pay, potential remote work options, and a dynamic work environment.
- Why this job: Be at the forefront of investment change and make a real impact in the industry.
- Qualifications: Experience in investment change or project delivery is essential; strong communication skills are a must.
- Other info: This role offers ownership and the chance to work with emerging markets and sustainable investments.
The predicted salary is between 42000 - 84000 £ per year.
A prestigious UK-based investment fund is looking to appoint a Project Manager to lead the successful introduction of new financial instruments, asset types and investment mandates. Sitting at the intersection of operations, change and the front office, this role is central to ensuring new investment and trading activity is delivered smoothly and accurately across the business. This is not a traditional project management role. We’re looking for someone who combines hands-on project delivery experience with a deep operational understanding of investment instruments and market setup in developed, developing and frontier markets. Whether it’s onboarding a new derivative, supporting sustainable bond mandates, or navigating emerging market access, you’ll be responsible for overseeing the end-to-end process — from initial request to go-live.
The Role
- Act as the key liaison between investment teams and operational functions for all new instrument, mandate, or counterparty setups
- Coordinate the full onboarding lifecycle, including feasibility checks, stakeholder engagement, and delivery planning
- Oversee project timelines, ensure testing is completed, and manage the transition to business-as-usual
- Provide updates to internal governance groups and senior stakeholders, including investment leaders
- Support improvements in onboarding processes and investment workflows, including across digital platforms
- Collaborate closely with internal teams and third parties to ensure seamless execution and risk-managed delivery
What You’ll Bring Must-Have Experience:
- A background in investment change, project delivery, or onboarding within an asset manager, asset owner, or similar institutional environment
- Proven experience coordinating the launch of new financial products, asset types, or mandates
- Understanding of key financial instruments (e.g. fixed income, FX, derivatives) and how they are operationally structured
- Familiarity with fund and mandate-level implementation, trading setup and internal approval processes
- Ability to work across multiple teams and communicate effectively at all levels
- A well-organised, proactive approach with strong planning and coordination skills
- Experience working on emerging market setups or within complex regulatory environments
- Exposure to sustainable investment implementation or similar thematic mandates
- Prior background in middle office, investment operations or fund control before moving into change
This is a standout opportunity for a project professional who enjoys ownership, understands investment workflows, and wants to contribute to meaningful change in a long-term institutional setting. To learn more or apply in confidence, please get in touch.
Project Manager - New Instrument Set-up & Onboarding employer: Qh4 Consulting
Contact Detail:
Qh4 Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Project Manager - New Instrument Set-up & Onboarding
✨Tip Number 1
Familiarise yourself with the specific financial instruments mentioned in the job description, such as fixed income, FX, and derivatives. Understanding these will not only help you in interviews but also demonstrate your operational knowledge of investment workflows.
✨Tip Number 2
Network with professionals in the investment management sector, especially those involved in project management or onboarding roles. Engaging with industry peers can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with emerging markets and complex regulatory environments. Highlighting relevant projects you've managed in these areas can set you apart from other candidates.
✨Tip Number 4
Showcase your ability to collaborate across teams by preparing examples of past projects where you successfully liaised between different departments. This will illustrate your communication skills and your proactive approach to project management.
We think you need these skills to ace Project Manager - New Instrument Set-up & Onboarding
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in project management, particularly in investment change and onboarding. Emphasise your understanding of financial instruments and any specific projects you've led that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your hands-on project delivery experience and operational understanding of investment instruments. Use specific examples to demonstrate how you've successfully coordinated the launch of new financial products or mandates.
Highlight Key Skills: In your application, clearly outline your skills in stakeholder engagement, planning, and coordination. Mention your ability to work across multiple teams and communicate effectively at all levels, as these are crucial for the role.
Showcase Relevant Achievements: Include specific achievements related to onboarding processes or improvements in investment workflows. Quantify your successes where possible, such as the number of projects delivered on time or improvements in efficiency.
How to prepare for a job interview at Qh4 Consulting
✨Understand the Role
Make sure you have a clear understanding of what the Project Manager role entails, especially in the context of new financial instruments and onboarding. Familiarise yourself with the specific responsibilities mentioned in the job description, such as coordinating the onboarding lifecycle and managing project timelines.
✨Showcase Relevant Experience
Prepare to discuss your previous experience in investment change or project delivery. Highlight any specific projects where you successfully coordinated the launch of new financial products or mandates, particularly in complex regulatory environments or emerging markets.
✨Demonstrate Communication Skills
Since this role requires effective communication across multiple teams, be ready to provide examples of how you've successfully liaised between different stakeholders in past projects. Emphasise your ability to convey complex information clearly and concisely.
✨Prepare for Scenario Questions
Anticipate scenario-based questions that may assess your problem-solving skills and operational understanding. Think about how you would handle challenges related to onboarding new instruments or managing stakeholder expectations, and be prepared to articulate your thought process.
