Analyst, Client Transitions Management
Sign up free to see how well your resume matches this role.
What you'll do
- Manage the onboarding of Institutional Canadian, US and global clients
- Be the key contact in the onboarding process with external stakeholders including clients, custodians and consultants
- Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients
- Work diligently with investment managers, sales, compliance and operations teams
- Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding
- Coordinate client restructures including changes to mandates, benchmarks and account transfers
- Manage client KYC requirements and applications
- Maintenance of onboarding tools, project plans and documentation
What they're looking for
- 3+ years of experience in an investment operations or client-facing role.
- Analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions
- Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans
- Great communicator
- Excellent interpersonal skills, emotional intelligence and a high level of integrity
- Detailed-focus and the willingness to dive deep into processes and operational requirements
Nice to have
- Background and knowledge in financial markets and investment processes preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Interested in joining one of Canada’s top performing asset managers? We are looking for a Client Transitions Analyst for an existing vacancy on our Transition Management team. The Transition Management Team oversees the onboarding of institutional clients and restructure of client accounts for eleven institutional investment managers. The team is responsible for creating and executing transition plans using a structured and tailored approach by understanding needs of clients, investment strategies and operational requirements. The team manages over 400 transitions annually. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.
- Manage the onboarding of Institutional Canadian, US and global clients
- Be the key contact in the onboarding process with external stakeholders including clients, custodians and consultants
- Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients
- Work diligently with investment managers, sales, compliance and operations teams
- Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding
- Coordinate client restructures including changes to mandates, benchmarks and account transfers
- Manage client KYC requirements and applications
- Maintenance of onboarding tools, project plans and documentation
- 3+ years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferred
- Analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions
- Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans
- Great communicator
- Excellent interpersonal skills, emotional intelligence and a high level of integrity
- Detailed-focus and the willingness to dive deep into processes and operational requirements
#LI-HYBRID #LI-JB1
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.
We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact talentacquisition@cclgroup.com if you require accommodation.
AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.