Transitions Coordinator, Investment Management Operations Transitions Coordinator, Investment Management  …

Resource Solutions
in London, England, United Kingdom
Contract, Full time
Last application, 28 May 20
Resource Solutions
in London, England, United Kingdom
Contract, Full time
Last application, 28 May 20
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. We can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Primary Responsibilities:

  • Responsible for the facilitation of all client events including client on boarding, terminations, custody transfers, in-specie transfers and other related transition activities.
  • To provide daily support to a suite of clients for queries ranging from reporting to investment decisions.
  • Provide oversight for the set up and maintenance of new and existing custody, fund accounting and transition manager relationships.
  • Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers.
  • Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks.
  • Working in close cooperation with outsourced operational functions to ensure timely and accurate completion of account set up and modification on all appropriate systems.
  • Close liaison with sales and the client to ensure that client expectations are understood and accomplished.
  • Strong relationship with the Client Relationship Management team (CRM) to understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation.
  • Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles.
  • Writing clearly defined procedures for new business post implementation
  • Ensuring all procedural documentation is up to date and accurate.
  • Obtain sign off from all parties prior to funding, transition or termination of client accounts.
  • Provision of appropriate documentation for SSAE18 audits
  • Provide and implement recommendations for process improvements, including workflow and technology.
  • Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency.
  • Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels

Skills Required:

  • Working background in all aspects of Investment Management Operations, preferably with a focus upon transition events
  • Strong attention to detail
  • Excellent organizational and project management skills
  • Strong business sense and excellent judgment
  • Thorough knowledge of the custody environment
  • Strong communicator
  • Strong risk awareness
  • Has proven ability to interact with multiple internal and external functions including clients, CRM, compliance, fund managers, sales, client service and other functional operations teams.
  • Comfortable dealing with senior individuals and management across these functions