Client Implementation Analyst/Associate - Global Asset Manager

Sydney
Asset Management
Permanent

A leading global fund manager with over US$1 trillion of funds under management are seeking a junior-mid candidate with 2-5 years relevant experience to join their Client Account Services division to work on Client Implementations and Client Servicing.

This is an exceptional opportunity for a junior-mid level funds management candidate to join the client services and client implementation division of a very well renowned Tier 1 Asset Manager 

The role primarily supports clients in Australia & New Zealand and will oversee the end-to-end onboarding / implementation of separately managed client accounts, including coordinating contract negotiations, investment management agreements (IMAs), and investment guidelines as well as supporting with Client Servicing.

Responsibilities:

Client Implementation Activity: 

• Project Management and co-ordination of new separate accounts and fund onboardings, as well as the management of various change events that may occur throughout the lifecycle of those arrangements. Ensure client intent is understood and delivery is managed through disciplined processes and stakeholder management. 
• Develop thorough understanding of account opening, investment onboarding, operational delivery, and legal arrangements, providing clear client and internal communications, and escalating issues appropriately. Use excellent judgment in involving relationship managers or in escalating issues in the process accordingly.
• Work closely with the Client Account Services Team throughout the lifecycle of the Onboarding event to ensure a smooth client experience and effective handover post-onboarding

Client Servicing 

• Back up for the Client Account Analyst answering queries from underlying clients of the Australian Unit Trust 
• Dealing with Responsible Entity and external transfer agency in problem resolution where needed 
• Ensuring client issues identified are addressed daily to ensure no client transactions are outstanding.

Projects

• Active participant on identified projects and initiatives impacting the Client Account Management Team

Experience:

• Circa 2-6 years fund Operations or CSM experience from either a fund manager, custodian or fund services firm
• Knowledge of Australian Unit Trusts
• Experience with co-ordination of new separately managed accounts and fund onboardings
• Deep operational expertise and knowledge of requirements and the process for onboarding investment management clients and funds across a variety of investment management segments 
• High level of competence on various technology software such as Microsoft Excel, Visio/Process mapping tools, Tableau 
• Analytical approach and attention to detail 
• Ability to work to firm deadlines and effectively prioritise workload 
• Effective communication skills on technical processes, verbal and written 
• Client-focused and flexible approach