Transitions Coordinator, Asset Management

Client Onboarding Transitions
This highly reputable global asset manager, with a boutique presence in the City of London, has an opportunity for an accomplished Client On boarding/Transitions Specialist to join a dedicated Transitions team of 2 reporting directly into the US.

The successful incumbent will join a dedicated transitions team responsible for co-coordinating/managing end to end transitions for institutional investors. Your project management skills will be utilised to manage the full take on of new clients which will include holding project meetings and agreeing tasks across internal teams with extensive interaction with the portfolio management teams. Externally you will work directly with the client (institutional investors) as well as the appointed external Transitions Manager and custodians for example.

The client accounts you will on board, will be institutional funds and segregated accounts for both UK and European clients including German clients across Fixed Income, Derivatives and Liquidity.

It is essential candidates will come from a similar role (Transitions/Client On-boarding) from an institutional asset manager and will ideally be degree educated and will be IMC qualified however this is not essential.

In return, my client promotes a collaborative working culture that encourages new ideas and offers a unique proposition which is flat structured and entrepreneurial. They also are renowned for facilitating rewarding careers and excellent bonuses for top performers.


Job type:
Banking & Financial Services
Asset Management
Highly competitive
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Talk to a consultant

Talk to Bernadette Quail, the specialist consultant managing this position, located in London City

4th Floor, 107 Cheapside

Telephone: 02034650011

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