Transition Manager, ASO/VP, Portfolio Trading Group recruitment
DEPARTMENT OVERVIEW
The transition management business provides a service for institutional clients to transition their assets from a legacy to target structures. Our typical client will be a European pension fund, which has decided to terminate an existing investment mandate and requires this be transitioned into a new target investments. The transition management business will provide the optimal route to effect this change, reducing risks and costs associated in making large scale investment changes. This process involves the planning; co-ordination; risk management and execution of all the required moving parts to facilitate this change.
KEY RESPONSIBILITIES
The transition manager will be responsible for managing transition events, which will include liaising with the client; planning and preparation of the event, coordination of transition deliverables and execution of the asset transition. Whilst not directly engaged with transition assignments the transition manager will also take an active role in the marketing and sales of the transition product
Primary role involves:
- Managing the project deliverables for each transition event
- Preparing project plans and managing the necessary documentation
- Managing the client setup process and preparation of necessary documentation
- Managing the co-ordination and deliverables of custodians and asset managers
- Operating the AIM order management system, including the preparation of accounts, benchmarks and rebalancing of portfolios
- Trade execution of fixed income orders within the AIM system
- Managing the settlement reconciliation between POMS, trading desks, and custodian
- Maintaining a client portfolio
- Researching client leads and arranging marketing meetings
- Direct selling of the product to clients and internal leverage channels
ESSENTIAL SKILLS AND QUALIFICATIONS
- Being approved (registered) person in the UK (CF30)
- Solid experience of transition management
- Have a working knowledge of equities and fixed income markets
- Ability to demonstrate good quality project skills
- Skill and knowledge in working with Bloomberg and Excel
- Proven sales experience
- Ability to self-manage and have a flexible approach to responsibilities
As one of the world's leading financial services group, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. The Credit Suisse Group is active in over 50 countries and employs approximately 40,000 people. Further information can be found at www.credit-suisse.com.
Cultural diversity is essential to our success. As such, we employ people from more than 100 countries. Credit Suisse empowers employees to work openly and respectfully with each other and with clients, ultimately striving to deliver superior results while offering initiatives and programs to assist employees achieve a healthy work-life balance.
Credit Suisse is an Equal Opportunity Employer and does not discriminate in its employment decisions on the basis of any protected category.
To the extent permitted or required by applicable law, a candidate who is offered employment will be subject to a criminal record check and other background checks before the appointment is confirmed.