Vacancy expired!
Our client, one of the largest global asset management companies, is seeking an Asset Transitions and Onboarding Specialist
Location: New York, NY Position Type: Contract Job Summary: The primary purpose of the role is to coordinate and manage transition and new client onboarding activity. The role has been created to provide additional capacity in this space following an increase in demand. The holder of this role will work closely with the Client Service Group, wider Operations area, the outsourced back office and other external parties, such as asset managers, to facilitate transition projects and onboarding setup. Job Responsibilities:- Being a project lead for each client setup, effectively coordinating and working with various groups across the firm (e.g. Client Directors, Fund managers, Sales, Legal, Risk, Operations, etc.)
- Providing management and oversight (for each project / setup) of outsourced service providers (including the back office).
- Resolve issues as they arise.
- Liaising and work with external parties as needed. This will mostly be in an operational context with custodians, external investment managers and transition managers, but might include some liaison with clients or consultants.
- Following agreed process, including updating case information on Salesforce, producing detailed project plans/timelines and ensuring that proper peer review and 4 eye checks are completed.
- Providing clear and accurate instructions to outsource transition service providers, Northern Trust and ensure that the Northern Trust team deliver to deadlines and/or those issues are escalated in a timely manner.
- Liaising with internal teams / client / back office areas regarding operational setup parameters and progress.
- Initiating & managing requests for all required systems to facilitate account set up / trading in all products/markets required.
- Managing deliverables critical to a transition or client change with internal & external meetings and status calls with the relevant groups to manage timelines and priorities.
- Being a focal point for the resolution of complex/client sensitive onboarding queries
- Essential experience:
- Previous onboarding or transition experience from asset management, banking or transition management.
- Ability to manage a number of projects at once, under pressure and ensuring deadlines are met.
- Experience and understanding of Pooled Funds, segregated mandates and in-specie activities.
- Attention to detail and accuracy.
- Ability to priorities work and deliver to agreed deadlines.
- Good understanding of operational aspects surrounding derivative instruments.
- Exposure to setting up mandates which include derivatives and/or LDI.
- Experience in dealing with and establishing credibility with senior stakeholders
- Good analytical skills, capable of thinking logically, using initiative and systematically able to resolve complex operational problems.
- Proactive, self-supportive and motivated in the development of a strong Risk management culture.
- Flexible and methodical approach.
- Proven ability to manage expectations of multiple stakeholders
- Highly organized
- Flexibility and ability to learn quickly on the job.
- First class interpersonal skills and a proactive approach.
- Strong team player and eagerness to support team and business colleagues.
- Tenacious with a strong "can do attitude".
- Hard working and committed.
- Ability to build positive working relationships.
Vacancy expired!