Transitions Analyst recruitment
Transitions AnalystVenn Group’s Investment Operations team currently has an urgent requirement for a Transitions Analyst to join a leading global custodian on a temporary on-going basis.You will be responsible for all transition activities for institutional clients investing in pooled funds, LDIs and segregated mandates including new business take-on and terminating client accounts. You will also be responsible for internal fund account lists with changing business and processing client payment requests.The successful candidate will have previous experience of a transitions role within a financial Read more […]
Client Operations/Transitions Analyst recruitment
Working as part of the relationship management team you will be able to demonstrate previous experience working with institutional clients regarding issues around trade management, investment administration, valuation, performance and custody of assets. You will also be able to work with the transitions manager making sure you are helping on projects before, during and post movement of assets. Working for an institutional asset manager or custodian you will be up to date with European regulatory requirements and initiatives and you should also have a sound understanding of all investment operations. Read more […]
Transitions Analyst recruitment
The Analyst will not be expected to be responsible for providing investment advice / asset management as defined by the FSA, but would be expected to reach this level after having gained the appropriate experience and training.Specific duties will include:Assisting in the planning, execution and reporting of portfolio transitions for advisory clientsDeveloping relationships with relevant third parties (e.g. investment managers, brokers, custodians and fund administrators)Managing assigned client portfolios day-to-day and supporting Consulting and Client Services teams with research, client projects Read more […]