Asset Transitions and Onboarding Specialist (London)
Insight Investment is looking for an Asset Transitions and Onboarding Specialist to join the team in London. The primary purpose of the role is to coordinate and manage transition and new client onboarding activity. 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.
Role 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)
* 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 and 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
Experience Required
* Previous onboarding or transition experience from asset management, banking, or transition management
* Ability to manage several projects at once, under pressure and ensuring deadlines are met
* Ability to coordinate multiple stakeholders at all levels of seniority
* Excellent communication skills, both electronic and verbal
* Experience and understanding of Pooled Funds, segregated mandates, and in-specie activities
* 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
About Insight Investment
Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities.
Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: www.insightinvestment.com
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Financial Services and Investment Management
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