Global Asset Manager
Working closely with distribution, third parties and other functional areas to ensure delivery of all required activities operating as central project manager for the onboarding, transition, or fund launch
Ensure quality and consistency of the client lifecycle process including project planning and delivery of new client onboarding, asset transitions for segregated clients and new fund launches
On-going maintenance of existing account records
Coordinating new fund launches and closures
Dealing with portfolio changes with an emphasis on risk management and control environment.
Provide a central source of knowledge of operational and onboarding requirements & respond to client & internal queries on the onboarding process
Design, implement and monitor enhanced processes to improve the onboarding process
Responsible for the day to day relationship with outsource transition service providers and ensure that they deliver to deadlines
Proven experience in Onboarding Fund Launches or Transitions in Asset Management
Articulate, switched-on and intelligent and comfortable working with stakeholders at all levels internally and externally
Risk aware with strong business judgment and project planning skills.