Multi-Asset Client services/ Restructuring recruitment
Multi-Asset Client services/ restructuring
A Leading Asset Manager is looking for a driven individual to join in a client facing role.
The team you will be involved in is responsible for the coordination, movement and restructuring of client portfolios including securities and cash. The clients are mainly external and consist of pension schemes and other institutional investors.
Key responsibilities may include:
- Providing a consistent, efficient and excellent client service
- Arranging and coordinating the efficient transfer of portfolios to/from external investment managers
- Working closely with clients and consultants to fully understand their requirements
- Working with fund managers to provide accurate analysis of the portfolios
- Pro-actively identifying and communicating problems/issues and ensuring follow ups and the satisfactory resolution of any problems
- Producing written reports on completion of each portfolio restructuring exercise
The candidate must have good experience of an investment environment. It is also essential that you have exposure to Multi Asset classes, a range of funds, and alternative products. You should have strong client services experience, you must have face-to-face client contact. Also, you must have exposure to pooled pension funds. Ideally you will be of graduate calibre with knowledge of both operational functions and portfolio transfers.
If you have the necessary skill set then please submit your CV to sean.o’brien@bruinfinancial.com