Implementation/On-Boarding Manager
This role will have a primary focus on LDI mandates, requiring a strong technical understanding of these strategies and the regulatory environment, as well as the the operational mechanics of trading OTC instruments. Whilst a primary focus, however, the successful candidate will also manage client work spanning other strategies (e.g. passive equity, active credit), therefore a candidate with ‘multi-competent’ abilities is required for this dynamic role.
Key Responsibilities
Project manage from start to end, all aspects of pooled and segregated Institutional Business client change, including asset allocation and mandate changes as well as and new client take-on activity
Work proactively with key business areas to produce and provide final quality checks on legal documentation, IMAs, Side Letters etc in line with client requirements
Be instrumental in the management and agreement of service level standards and reporting requirements, for new and existing complex/non complex products/mandates, both UK and International
Provide high level technical support to the Client Relationship Management Team, demonstrating an understanding of a clients decision making process and long term objectives. Be able to answer complex queries relevant to strategic client change
Candidate requirements
Degree educated, IMC
Experience within the investment management industry including providing an exceptional level of client service
Demonstrable track record of dealing with external clients and building significant relationships with external contacts up to and including senior levels
Strong overall Investment knowledge including an understanding of the different investment vehicle options
Knowledge of current investment, market and economic issues
Excellent written and verbal communication skills
Strong LDI and derivatives knowledge, including an understanding of developments in the regulatory environment, such as central clearing and the impact on client investments
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