Client Contracting Manager - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Responsibilities include:
- to ensure that all documents, fee schedules and material obligations for mandates are approved and documented prior to mandate launch

Internal coordination of the negotiation and completion of legal agreements
Review and analyse investment management agreements, investment guidelines, and other relevant schedules
Coordinate review and input from appropriate business areas to complete the approval of the documents
Coordinate all relevant documentation required for client onboarding across the business, marking up the legal documents accordingly

Effective communication to impacted business areas ensuring they review, acknowledge and sign-off their contractual obligations and respond in good time to facilitate orderly progress with clients

Documentation of issue resolution and status updates
Capturing, validation and agreement of pricing arrangements within documentation where rebates are in place
Partner with Institutional Client Services team and key business leaders legal, compliance, sales, finance, portfolio managers, performance measurement, and operations to support the negotiation of mandate terms
Provide support to our Pooled Vehicle business through assistance with the coordination of rebate and distribution agreements
Produce management reporting on client onboarding
Assisting with internal/external Audit process
Participate in process improvement projects for the client onboarding including implementation of processes, ongoing monitoring (including development of solutions to automate monitoring process), and maintenance of books and records

Experience required:

Drafting/markingup Investment Management Agreements
Extensive experience working with segregated client agreements both in terms of onboarding and ongoing mandate change
Strong investment management experience including proven understanding of asset management, financial instruments, administration processes, performance analysis, reporting and legal drafting
Highly organised with strong workflow management and project management skills
Ability to work with others both in the team and across the business to achieve effective solutions and decisions
Strive to achieve a first class service management function
Ability to make clear decisions and exercise good judgement; proven problem solving, specifically around data and process
Excellent facilitation and management skills, being able to discuss sophisticated/technical concepts