Banking Transition Analyst

Description:

Banking Transition Analyst

London

6 month contract

Salary starting from £60,000pa dependant on experience plus extensive benefits (as below)

Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

An exciting opportunity to join my client who are a Fortune 500 company, globally recognised, award-winning financial institution that has been in continuous operation since 1889. They are proud to provide innovative financial services and guidance to the world's most successful people, families and institutions by remaining true to their enduring principles of service, expertise and integrity. With more than 130 years of financial experience and over 22,000 partners, they serve the world's most sophisticated clients using leading technology and exceptional service.

They are looking for a Transition Analyst to ensure accurate project management and timely completion of all client events (new business/clients; lost business/clients; fund launches/closures/restructures; custodian changes; new market set-up's; unit trust a/c set-up's, static data changes). The position is being offered on an initial 6 month contract, based at the London office the role is hybrid working being office based 3 days a week, 2 days working from home, Monday to Friday 9am to 5pm.

Role/ Department:

The team provides their clients with comprehensive Investment Operations Outsourcing middle office solutions covering the full universe of: trade services, asset services, client reporting, performance measurement, derivatives operations and collateral management.

This is a great opportunity to join the Investment Management Support (IMS) team and play a key role in the day to day management and success of an expanding Investment Operations outsourcing platform implemented by the organisation.

The IMS team provide a full and in depth transition service to Investment Managers. These include Institutional Clients investing in Pooled Funds; LDI and Segregated mandates. Typical products include OEIC's; Sicav's; QIF's; Onshore/Offshore Unitised pooled vehicles; Swaps; Repo's; Futures; Equities; and Bonds.

The key responsibilities of the role include:

· Coordinate Transition activities, including in-specie transfers; custody changes; new and lost business; fund launches/closures/restructures; unit trust a/c set-up's; market account openings; standing instructions updates and static data changes.

· Ensures that Transitions events are completed accurately and in a timely manner.

· Acts as key contact for various internal and external partners, including business unit partners, internal auditors, external stakeholders.

· Demonstrate operational expertise (in particular, knowledge of investment management industry, back and middle office workflows and supporting service providers) and proven track record with implementing complex operating models.

· Excellent project management and leadership skills.

· Maintain effective working relationships with external vendors and counterparties to resolve issues efficiently, including Custodians.

· Operates independently; has in-depth knowledge of the business unit / function.

· Participate in internal or client driven change projects and oversee process improvement initiatives through to implementation.

· Carries out activities that are large in scope, cross-functional and technically challenging.

· Own and coordinating any ad-hoc IMS projects/initiatives.

· Chair regular meetings for internal and external stakeholders.

· Ensure milestones, SLA's and KPI's are achieved.

· Proactively drives continuous improvement within the IMS group. Identifies potential process improvements and communicates recommendations as well as implementation plans to management.

Skills/ Qualifications:

· Proven Client Service skills

· Must be a problem solver, able to confidently tackle unfamiliar challenges and tasks.

· Proven ability to work on their own initiative to meet deadline/milestones.

· Strong knowledge of market instruments: Bonds; Equities; FFX; Pooled Funds/Unit Trusts; Derivatives (desirable)

· Extensive communication skills, dealings with all management levels.

· Effective numeric skills and analytical communication (verbal and written)

· Proficient in the use of standard Microsoft tools and ability to learn systems used within the business.

· Ability to meet challenging deadlines whilst working on multiple projects simultaneously.

· Strong client focus gained in a financial service company.

Please apply with an up-to-date CV which must show evidence of the above to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you.

You will be an integral part of Ajilon (Adecco), a FTSE500 Global organisation with over 52 clients and sole supplier to the biggest organisations in the country and the world. You will be employed by ourselves as an Ajilon Consultant working onsite with our client where you will receive a regular salary, annual bonus payment, pension contributions, holiday and sick pay, plus a number of additional benefits such as medical insurance, income protection, critical illness and life insurance, access to our discounted benefits website and library of online training materials and future career and certification opportunities.

This great opportunity is being offered on a PAYE basis which means a LTD/Umbrella company cannot be used