Job Description
Join a prestigious asset management team as an Analyst focusing on Client Transitions. This hybrid role demands expertise in managing onboarding and client restructuring.
As a Client Transitions Analyst, you will be at the forefront of managing institutional client onboarding and transitions. Collaborate with various stakeholders including clients, custodians, and consultants to deliver tailored transition plans. Your analytical capabilities will be essential to assess operational requirements and mitigate risks while ensuring an efficient onboarding experience.
Key Responsibilities:
• Manage onboarding for institutional Canadian, US, and global clients
• Serve as the primary contact during the onboarding process
• Analyze client needs, operational requirements, and potential risks
• Coordinate changes to client mandates and accounts
• Maintain essential onboarding tools and documentation
Requirements:
• At least 3 years in investment operations or client-fac...
As a Client Transitions Analyst, you will be at the forefront of managing institutional client onboarding and transitions. Collaborate with various stakeholders including clients, custodians, and consultants to deliver tailored transition plans. Your analytical capabilities will be essential to assess operational requirements and mitigate risks while ensuring an efficient onboarding experience.
Key Responsibilities:
• Manage onboarding for institutional Canadian, US, and global clients
• Serve as the primary contact during the onboarding process
• Analyze client needs, operational requirements, and potential risks
• Coordinate changes to client mandates and accounts
• Maintain essential onboarding tools and documentation
Requirements:
• At least 3 years in investment operations or client-fac...