Institutional Client Operational Specialist

  • £35,000 - £40,000
  • Londres, Angleterre, Royaume-Uni
  • CDI, Plein-temps
  • Leverton Search
  • 19 janv. 18 2018-01-19

This is a coveted opportunity for a junior candidate, who wants to get a foothold in one of the most prestigious Investment Management firms there is. Candidates must have enthusiasm, curiosity and a passion for working in Investment Management client operations. While it's not client facing, the successful candidate will understand client strategies and work with every internal team to co-ordinate their projects. In other words, you would be a linchpin for the business, getting broad experience and understanding of what makes this institution a world leader. Key to the role is the ability to build and maintain inter-department relationships.


Key responsibilities and duties include:
• Delivering account opening documentation for new client accounts
• Acting as global expert for account record set-ups
• Coordinating the reconciliation of external transition management trade execution files for new or existing accounts
• Development and implementing client transition strategies
• Working closely with Portfolio Management, Trading, and Investment to facilitate transition events
• Monitoring and processing daily cash flows and confirming cash flow transactions with custodian banks

Qualifications, experience and competencies:
• Two years direct experience in Investment Management
• Strong degree from a leading university
• Excellent organisational and project management skills
• Strong business acumen and risk awareness
• Progress towards CFA / IMC advantageous
• Excellent written and verbal communication skills
Due to the increased applications for this role, you may not get a response unless you fit the criteria.