Role Overview:
As part of the Client Onboarding Team, you'll play a pivotal role in delivering seamless onboarding and change management services to the business. From navigating the complexities of client mandates to ensuring operational efficiency, your contributions will be instrumental in upholding our commitment to excellence and sustainability.
Responsibilities:
- Manage client work alongside various business areas to achieve funding objectives efficiently and on time, while ensuring compliance with legal and operational standards.
- Conduct quality checks on legal documentation to ensure compliance with client requirements.
- Lead end-to-end project management for new and existing client mandates, overseeing everything from initial pitches to full implementation.
- Coordinate the comprehensive implementation of client mandates, ensuring alignment with funding objectives and regulatory requirements.
- Facilitate operational aspects of fund setups and changes, collaborating closely with internal partners to streamline processes and enhance efficiencies.
- Act as a trusted advisor to clients, providing transparent progress updates and facilitating productive discussions on implementation plans.
- Effectively communicate progress internally and externally, holding regular working group sessions to monitor and manage client change activity.
- Contribute to strategic initiatives, optimizing Client Onboarding processes and engagement as part of the Strategic Target Operating Model (STOM) program.
Qualifications:
Essential:
- Strong academic background with a degree (preferably 2.1) or equivalent qualification.
- Robust understanding of investment vehicles, market dynamics, and economic trends.
- Excellent written and verbal communication skills.
- Experience in onboarding international clients
- Proven track record in driving business transformation projects.
- Thorough knowledge of FCA regulations and internal governance frameworks.
- Proficient in facilitation and meeting management, adept at discussing complex concepts.
- Demonstrated success in project management within the asset management sector.
- Strong expertise in LDI and derivatives, including trading mechanics and collateral/margin management.
Desirable:
- In-depth knowledge of institutional investment products and index funds.
- Excellent presentation and IT skills.
- Proficiency in IM, Advanced Excel, and other relevant software/tools.
To discuss further, please contact the Financial Services team at Venn Group.