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- Coordinate and project manage the transition and restructure activities end to end.
- Liaise with and co-ordinate custodians, investment managers, and other external stakeholders to ensure smooth and timely completion of Client transitions and restructures.
- Ensure appropriate levels of governance are applied to all implementation activities.
- Ensure full facilitation and co-ordination of internal business units, including appropriating required information and requirements from all areas for comprehensive planning and time-lining of actions to successfully complete
- Facilitate information provision to external stakeholders to help ensure no additional risk to the management of Client assets during the transition period, e.g. data provision to Transition managers, Portfolio Managers.
- Approximately 6+ years in Financial Services, with specific technical knowledge of fund accounting and unit pricing, investment administration, and custody operations.
- Preferred 2+ years in a direct Implementation / Transition Management or similar role, with a proven track record.
- Demonstrated capability in project/implementation management (either as an SME or full planning capacity), sound analytical ability, and strong stakeholder management.
- Degree qualified in Business, Accounting, or a related discipline; or substantial industry experience in a like role.
- MS Office suite proficiency: Project, Excel, Word, PowerPoint
- Good working knowledge of custody investment administration business and financial services sector, including asset management and Superannuation Funds
- Possess strong, demonstratable implementation/project management skills
Transitions Manager - Sydney, Australia - Anton Murray Consulting
Description
Sydney
Asset Management
Permanent
The Transitions Manager / Senior manager will be responsible for the successful delivery and integration of existing client restructures, closures, new business, or complex transitions/operating models including obtaining an overall understanding of the client needs, planning, execution, and implementation.
Hired on an initial 6-month contract.
Responsibilities:
The ideal candidate will have: