Project Manager - Client Onboarding #

Description

The Role

Successfully manage multiple activities in investment operations for a variety of clients.

Respond to requests from internal or external clients for additional information as assigned

Clearly and efficiently communicate with custodial banks, investment and fund managers, record-keepers and other external parties involved, as well as client servicing and operational teams, to ensure all activities are aligned

Adhere to our Professional Excellence principles to ensure that work is completed accurately and to a high standard

Demonstrate risk-management excellence and adhere to documented procedures

Provide specialist advice to the various teams in the business

Support the Operations (Onboarding, Trade Management, Middle Office, Investment Performance and Processing, and Third-Party Oversight) team, developing good working relationships and openly communicating on work matters.

Consistently interact with other team members and client teams to keep them informed on progress and ensure they also carry out any required actions

Build strong relationships internally and collaborate effectively on cross-functional teams

Other duties as assigned including project work that may include documenting processes, creating templates, or maintaining data.

Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

Communicate issues to the team lead and client team in a timely manner with proactive follow-up as necessary

Manage work according to deadlines

Qualifications

The Requirements

Advanced oral and written proficiency in English is a must

3 to 5 years of relevant experience in a consulting, asset management or investment operations environment

Undergraduate degree, preferably in Business or related, or equivalent work experience

Project management skills, attention to detail and the ability to meet deadlines

Team-player with the ability to fit seamlessly into the wider practice

Keen attention to detail

Strong service orientation and sense of urgency regarding client needs

Microsoft office advanced (Outlook, Excel, Word, and PowerPoint)

Ability to be a self-starter and work independently, but also cooperatively in a team environment

Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice