RESPONSIBILITIES

• Project management and coordination of; client onboarding, service change and offboarding events, for our US client base.
• Creation, maintenance and regular distribution of project plans to ensure both internal and external stakeholders are kept informed of; project status, outstanding actions and notable risks or concerns.
• Chair regular meetings for internal and external stakeholders. Distribute meeting agendas and minutes, as standard.
• Ensure notable risks are escalated to senior leaders within our Operations and Global Portfolio Services groups.
• Act a point of escalation for project stakeholders and assist with query resolution and risk mitigation to ensure that ‘implementation barriers’ are removed promptly.

Provide timely, high-quality responses to project inquiries.

• Ensure that project milestones, SLAs and KPIs are achieved.
• Document evidence of completed project tasks to satisfy our ‘System and Organization Controls’ (SOC 1) obligations. Additionally, respond to internal and external audit requests, as required.
• Ensure ‘Day 2’ tasks are documented and handed over to an appropriate individual/group.

SKILLS, KNOWLEDGE AND EXPERIENCE

• Bachelor’s degree (preferably in a relevant field).
• Experience leading client onboarding and change events from the buy-side (I.e., Investment managers, Hedge Funds, etc.) is essential.
• Demonstrable operational expertise (in particular, knowledge of the investment management industry, back and middle office workflows and supporting services providers) and proven track record with implementing complex operating models.
• Knowledge of alternative asset classes, in particular; Private equity, Hedge Funds, Real and Credit would be advantageous.
• A high-level understanding of the US regulatory landscapes would be advantageous.
• Excellent project management and leadership skills.
• Must be a keen problem solver. The individual should be able to confidently tackle unfamiliar challenges and tasks.
• Excellent analytical skills and attention to detail.