This is a 12 month fixed term contract
Core Duties:
- Serve as a primary point of contact for day-to-day operational queries from institutional clients.
- Support onboarding of new clients, including documentation and system setup.
- Work alongside Custodians and Third-Parties.
- Coordinate trade processing, settlement, cash movements, and corporate actions with internal teams and external counterparties.
- Ensure all client instructions are executed accurately and in a timely manner.
- Perform regular reconciliations and resolve breaks in coordination with custodians and fund administrators.
- Maintain and improve internal processes to enhance efficiency and mitigate operational risk.
- Collaborate closely with Relationship Managers, Compliance, Legal, and Technology teams.
Essential Requirements:
- Experience in institutional operations, client service, or a similar.
- Experience working in asset management (preferred) or a custodian bank.
- Strong understanding of financial markets, securities processing, and settlement life cycles.
- Proficiency with operational systems and tools.
- High attention to detail.
- Excellent communication and interpersonal skills, with the ability to build strong client and internal relationships.
- Ability to manage multiple priorities and work effectively under pressure.
- A strong educational background.
Institutional Client Operations (12-Month Fixed-Term Contract) employer: William Rose Associates
As an employer, we pride ourselves on fostering a collaborative and dynamic work culture that prioritises employee growth and development. Located in a vibrant financial hub, we offer our team members access to extensive training opportunities, competitive benefits, and the chance to work alongside industry experts in institutional client operations. Join us for a rewarding career where your contributions directly impact our clients and the broader financial landscape.
Contact Detail:
William Rose Associates Recruiting Team