Client Onboarding and Change Analyst (12-month contract)

About the position

About our Client Onboarding and Change Team:

The Client Onboarding & Change team is a team responsible for reviewing RFP’s, IMAs, SLAs and

other legal documents to ensure we can meet the reporting obligations of the onboarding client.

We are also responsible for ensuring that the relevant reporting is developed timely and ensure the

wider Client Operations teams are aware of the reporting obligations to the clients on an ongoing

basis.

 

As a Client Onboarding and Change Analyst you will work closely with various stakeholders with

regards to internal business projects and new client reporting requests as well as supporting the

onboarding and termination of clients. The Analyst will work closely with the internal stakeholders to

ensure accurate and timely delivery of document reviews and reporting deliverables. The role

requires supporting the Global Client Operations teams with reporting automation and other

obligations from the wider Reporting and Data team. Additionally, the Analyst will work closely with the strategic client relationship team in the servicing of prospect clients during the onboarding period, as well as providing administrative support

 

Responsibilities:

• Review reporting schedules within IMA’s, RFP’s and other legal documents ensuring appropriate confidentiality is maintained; necessary approvals are in place, deadlines and reporting can be met
• Ensure the client transition processes (onboarding, termination and switches) are managed effectively for all client types (advisory and institutional) globally
• Liaise with our back-office administrator on Change Management Requests
• Have an in-depth knowledge of client reporting and understanding the purpose and functionality of various reports, including differences in format, regional differences, regulatory requirements and static data content, to effectively analyse reporting requests and respond with the appropriate business policy
• Progress and contribute to efficiency projects to facilitate automation in operational processes, with the aim of servicing internal clients and meeting team objectives in a more stream-lined and operationally efficient manner
• Maintenance of the CRM system and ensure that it is updated timely and accurately as per client records
• Proactively maintain daily, effective communication with team colleagues globally in other offices, such as London

 

Requirements:

• A relevant tertiary degree
• 2 years+ Industry/Operations (Institutional) experience
• Financial market knowledge (instruments and products)
• An interest in investment management and client services
• Excellent written and verbal skills
• System skills such as MS Excel

 



Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously looks for opportunities to develop
• A client focused and collaborative approach
• Organised and priority driven, whilst working well under pressure
• ? Exceptionally high standards of work and attention to detail and accuracy

Desired Skills:

• Change Management
• Client On Boarding
• Client Service
• Data Analysis
• Financial Markets
• Investments
• Operations