Transitions Coordinator

Transitions Coordinator

12 Month Contract

London

Hybrid Working

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

We are happy to be recruiting for one of our high-profile Financial Services clients. They are currently looking for a Transitions Coordinator to join them for an initial 12-month contract. However, there may be scope for extension.

Overview of the Role:

The role of the Transitions Coordinator is to ensure accurate project management and timely completion of all client events (new business/clients; lost business/clients; fund launches/closures/restructures; custodian changes; new market set-up's; unit trust a/c set-up's, static data changes).

Department:

The company provides their clients with comprehensive Investment Operations Outsourcing middle office solutions covering the full universe of trade services, asset services, client reporting, performance measurement, derivatives operations, and collateral management.

This is a great opportunity for the successful candidate to join the Investment Management Support (IMS) team and play a key role in the day-to-day management and success of an expanding Investment Operations outsourcing platform implemented by the company.

The Investment Management Support (IMS) team provide a full and in-depth transition service to Investment Managers. These include Institutional Clients investing in Pooled Funds; LDI and Segregated mandates. Typical products include OEIC's; Sicav's; QIF's; Onshore/Offshore Unitised pooled vehicles; Swaps; Repo's; Futures; Equities; and Bonds.

Role Responsibilities:

• Coordinate Transition activities, including in-specie transfers; custody changes; new and lost business; fund launches/closures/restructures; unit trust a/c set-up's; market account openings; standing instructions updates and static data changes.
• Ensures that Transitions events are completed accurately and in a timely manner.
• Acts as key contact for various internal and external partners, including business unit partners, internal auditors, external stakeholders.
• Demonstrate operational expertise (in particular, knowledge of investment management industry, back and middle office workflows and supporting service providers) and proven track record with implementing complex operating models.
• Excellent project management and leadership skills.
• Maintain effective working relationships with external vendors and counterparties to resolve issues efficiently, including Custodians.
• Operates independently; has in-depth knowledge of the business unit / function.
• Participate in internal or client driven change projects and oversee process improvement initiatives through to implementation.
• Carries out activities that are large in scope, cross-functional and technically challenging
• Own and coordinating any ad-hoc IMS projects/initiatives.
• Chair regular meetings for internal and external stakeholders.
• Ensure milestones, SLA's and KPI's are achieved.
• Proactively drives continuous improvement within the IMS group. Identifies potential process improvements and communicates recommendations as well as implementation plans to management.

Skills/ Qualifications:

• Proven Client Service skills
• Excellent project management and leadership skills.
• Must be a problem solver. The individual should be able to confidently tackle unfamiliar challenges and tasks.
• Proven ability to work on their own initiative to meet deadline/milestones.
• Strong knowledge of market instruments: Bonds; Equities; FFX; Pooled Funds/Unit Trusts; Derivatives (desirable)
• Extensive communication skills, dealings with all management levels.
• Effective numeric skills and analytical communication (verbal and written)
• Proficient in the use of standard Microsoft tools and ability to learn systems used within the business
• Ability to meet challenging deadlines whilst working on multiple projects simultaneously
• Strong client focus gained in a financial services company

Location:

This is a hybrid working role, with a requirement to work from the clients London office at least 3 days a week. You will be required to be in office 4 days a week for the first 2 weeks whilst training commences.

Working hours:

Standard working hours with some flex where required.

If you feel that this is a role that would suit you then please apply today.

If you do not hear from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.

Pontoon Solutions are an equal opportunities company