Client Transitions Analyst - London, United Kingdom

Only for registered members London, United Kingdom

4 days ago

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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;

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