Sydney
Asset Management
Contract or TemporaryThe Transitions 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.
Responsibilities
- Coordinate and project manage 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 Client transition / restructure activity.
- 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.
Requirements
- Approximately 8+ years in Financial Services, with specific technical knowledge of Fund Accounting and Unit Pricing, Investment Administration & Custody Operations
- Preferred 3+ years in a direct Implementation / Transition Management or Project management role, with a proven track record