Client Transitions Analyst - London, United Kingdom
4 days ago

Job summary
The Client Transition Analyst supports the operational aspects of various client transition events including new mandate fundings, terminations, all asset-in-kind flows and product/portfolio changes.Responsibilities
- Ensuring the timely and consistent delivery of account opening documentation for new client accounts;
- Executing investor driven asset transfers (securities and cash) during benchmark and periodic portfolio rebalances;
- Liaison and coordination with Transition Managers / legacy investment managers where relevant;
Job description
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