Transitions Coordinator recruitment
A City based, world leading investment management firm is looking for a Transitions Coordinator to join their fast paced Transition Management Team of about 10 people.
Daily duties will include but not be limited to:
*Transitioning of assets into and out of the company
*Liaising with custodians and other fund management houses to ensure accurate information on clients' portfolios as quickly as possible in the transition process to enable a smooth and timely transition
*Providing information to and assisting the Transition Managers and other Portfolio Managers to enable them to manage clients' investments in a risk controlled and efficient manner
*Monitoring the settlement of transition free of payment trades and cash movements on client accounts
*Ensuring corporate actions are accurately tracked during transitions
*Attending client, consultant and custodian meetings/calls and where necessary initiating and leading them
*Recording all important transition activity for reporting and audit trail purposes
*Maintaining relationships with counterparties and providers
*Assisting with cross-platform migration
In order to be considered for this role you must have:
*A solid understanding of transition management within investment management
*Understanding of SWIFT messaging
*Understanding of stamp duties on free of payment trades would be beneficial but not a necessity
*General understanding of the reconciliation process and its importance in transitions
If you feel that you could excel in the above opportunity as a Transitions Coordinator and have experience of working with transitions of assets, please apply now and contact Charlotte Larwill at Advantage Professional on 020 7886 7147 straight away.Advantage Professional is a leading international recruitment consultancy.