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Assistant Manager - Global Transitions

LGBT Great Careers
Surrey, South East England, United Kingdom
Competitive Salary
Closing date
Apr 24, 2024

View more

Job Role
Accounts Assistant
Contract Type
Full Time
LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing teams.

As the Fund Transitions Onboarding Specialist you will support the manager and head of global transitions on various projects & processes.

Our client values diversity in the workplace and welcomes applications from everyone. If you have a disability and need help with the application process, please tell us.

Key remits
  • Working solely on transitions projects onboarding large assets or pensions
  • Creating & documenting strategies evaluating & highlighting risks to the client
  • Producing pre and post transition reports
  • Liaising with stakeholders to resolve any issues to plan administration products
  • Understand the full array of products
  • Governance and maintenance of all related SLAs and agreements

  • Dealing with transition management, onboarding or oversight, fund setups or data management within Operations, 3rd party, Asset Management or Custodian environment
  • Exposure to fund structures
  • Knowledge of Pensions & Investments or Corporate Actions is desirable
  • Advanced Excel skills
  • Able to work on own initiative and manage projects end to end
  • Good attention to detail, able to highlight risks and communicate them
  • Able to identify options weighing up pros & cons

Our mission is to lead the recruitment of diverse talent and champion the adoption of more inclusive working cultures to help the industry innovate.

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