AVP/ Account Transitions Lead
Core
Lead a team managing the end-to-end lifecycle of account transitions (openings, closures, and ongoing service) for institutional and private wealth clients, ensuring client satisfaction and operational risk mitigation.
Role type
Senior IC Account Transitions Lead (Team Management)
Builds
Operational set-up of transition events on internal systems, including custodial accounts and linkages, for fund/mandate launches and closures.
Domain
Global Investment Management / Asset Servicing
Required skills
Client relationship management, Project management, Operational risk management, Financial systems knowledge (SWIFT, TLM, Bloomberg, Portfolio Accounting Systems), Manual and automated reconciliations, Investment product knowledge (Equity, Fixed Income, Derivatives, Alternatives), Regulatory compliance awareness.
Preferred skills
IMC or IAQ professional qualifications, Experience with derivatives administration and trading agreements.
Technologies
SWIFT, TLM, Bloomberg, HiPortfolio, Portia, MS Office suite
Responsibilities
Manage communication with external parties (custodians, administrators) and internal stakeholders during transition events; Project manage fund/mandate launches and closures; Coordinate review and approval of Operating Memorandum Reviews and Operational SLAs; Establish custodial accounts and linkages on internal systems; Ensure timely completion of market openings and new client requests.
Seniority
Senior, hands-on IC with team management
