Client Integration Manager
Core
Overseeing planning, coordination, and oversight of client and fund lifecycle events, including new mandate fundings, terminations, and asset-in-kind flows, with an emphasis on operational risk and control.
Role type
Senior IC Client Integration Manager
Builds
Operational transition events for sponsored fund ranges
Domain
Global capital markets (equity, fixed income, multi-asset, alternative strategies)
Deliverable
client delivery
Required skills
Investment process knowledge, custody operations, fund administration/accounting, securities knowledge (including derivatives), project management, risk awareness, problem solving, business judgment
Preferred skills
Leadership in client events, consensus building, relationship management
Technologies
Operational infrastructure, security lifecycles
Responsibilities
Evaluate complexity and risks of transition events, coordinate internal cross-functional teams, communicate with external stakeholders (clients, custodians, vendors), ensure effective execution of fund lifecycle events
Seniority
Senior, hands-on IC
