Business Implementation Transitions Analyst
In Australia and New Zealand, this Leading US Investment Bank offers leading Australian and multinational companies and financial institutions specialist financial solutions in debt and risk management, asset management and securities services with clients including Fund Managers, Superannuation Funds and Multi-Managers. The team is wholly dedicated to all client relationships and have the consolidated view of all transitions, restructures and new products.
The objective of this role is to coordinate the execution of transition projects as required, working closely with internal and external stakeholders. This person will process and instruct the physical transfer of a wide range of assets including various securities (derivatives, debt instruments, cash and equities, unlisted unit trusts etc).
Once the transition phase is complete, they handover to their counterparts in the various Operations teams ensuring that the relevant staff (particularly client service and investment administration staff) are fully briefed to meet service delivery requirements in line with the agreed SLA terms and specific client needs. The candidates who will be successful must have an applied awareness of various securities and their treatment, unit pricing and fund accounting, reporting and custody.
Successful candidates will have the following experience:
• Big Four trained.
• Approximately 5+ years experience in financial services with specific technical knowledge of Fund Accounting and Unit pricing, Investment Administration and Custody Operations.
• Sound skills in analytics and numeracy.
• They demonstrate a clear and concise written communication.
• Have in-depth knowledge of a range of securities and their treatment.
• Completed a number of projects of varying size and complexity.
• Prior experience with Hiportfolio (preferably).
If you are interested in working in a Leading US Investment Bank in Sydney Australia then please contact me to discuss
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