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Ramsey Portia

Client Onboarding & Transitions Executive

Ramsey Portia London, United Kingdom
Posted 12 days ago Hybrid Job Permanent £55k - £70k
Posted by
Matthew Evans
Founder & Director
A leading fund manager are seeking a Client Onboarding/Transitions Manager to join their Operations department.

Duties & Responsibilities:

  • Proactively lead the full end-to-end implementation of company products and funds, as well as institutional client activity such as launches, closures, restructures, fund changes, in-species, mergers, and share classes, as well as seeding and deseeding plans where required.
  • Perform and oversee operational set-up, providing accurate instructions both internally and externally.
  • Manage multiple events simultaneously, including non-standard complex events, while ensuring accurate and timely completion.
  • Construct, document, and oversee accurate end-to-end event runbooks and transition plans as required.
  • Apply strong ownership, communication skills, and risk management.
  • Manage and maintain LEI (Legal Entity Identifier) requests and renewals.
  • Carry out several different Identifier and tax reporting requests pertinent to the set-up of new funds, share classes, and field ad hoc vendor queries.
  • Oversee a variety of invoice and billing management tasks with the finance team.
  • Maintain procedural documents and checklists as required.
  • Apply strong communication skills, a high level of attention to detail, risk management awareness, and escalate issues where appropriate.
  • Carry out other duties as required and assigned.

The role requires:

  • Detailed experience in either transition/onboarding/client service role
  • Excellent organizational skills
  • Attention to detail, risk and controls
  • Very strong communicator
  • Innovative and problem solving
  • Project manager skills
  • Operational experience
  • Client servicing experience
  • Knowledge of fund types (ie hedge funds, OEICs, SICAVs)
  • Proactive and be driven to see things through to completion
  • Very hard working
Job ID  EW219623e
London, United Kingdom
5 Employees HR & Recruitment
Our Story Ramsey Portia has been connecting talent and expertise since 2013. Founded on a combined twenty years of investment management recruitment e...

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