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    Investment Specialist - London, United Kingdom - The Ocean Partnership - Empowering Proud Work

    The Ocean Partnership - Empowering Proud Work
    The Ocean Partnership - Empowering Proud Work London, United Kingdom

    2 weeks ago

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    Description
    LGBT Great careers, powered by The Ocean Partnership, supports the investment industry in building diverse high performing team.

    As the Client Onboarding and Investment Management Agreement Specialist you will liaise extensively with internal stakeholders to ensure any mandate changes are seamlessly implemented.

    Our client values diversity in the workplace and welcomes applications from everyone. If you have a disability and need help with the application process, please tell us.

    Coordination of legal agreements including investment management agreements (IMA's) and investment guidelines documents
    Working closely with Institutional Client Services, legal, compliance, sales, portfolio managers and operations to support the negotiation of mandate terms
    Support the Pooled Vehicle business coordinating rebate and distribution agreements

    Proven experience working with segregated client agreements and/ or IMA's (investment management agreements)
    Good investment management experience and dealing with onboarding process and mandate changes
    Excellent communication skills and the ability to project manage the onboarding and legal documentation process

    Our mission is to lead the recruitment of diverse talent and champion the adoption of more inclusive working cultures to help the industry innovate.

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