Transitions & Onboarding Specialist - London

FDM Group

  • London
  • Permanent
  • Full-time
  • 27 days ago
LocationLondonAdvertising SalaryNot Specified
  • Transitions & Onboarding Specialist - London
About The RoleFDM is a global business and technology consultancy seeking a Transition and Onboarding Specialist to work for our client within the finance sector. This is initially a 12-month contract with the potential to extend and will be a hybrid role based in London.Our client is seeking a highly organised and detail-oriented Transition & Onboarding Specialist to join their Investment Management Operations Division. This individual will play a key role in servicing institutional clients and coordinating critical client events, including onboarding of new business, account transitions, and client terminations.Acting as a central point of contact, the successful candidate will liaise with internal stakeholders and external service providers-most notably the outsourced Investment Manager Solutions (IMS) team-to ensure all client deliverables are met with precision and professionalism.Responsibilities
  • Coordinate and oversee all client events, including onboarding, account terminations, custody transfers, and in-specie transitions
  • Provide daily operational support to clients, addressing queries across reporting, transitions, and investment decision-related issues
  • Manage the set-up and ongoing maintenance of custody, fund accounting, and transition management arrangements
  • Serve as the main point of contact for clients and internal stakeholders including portfolio managers, legal, compliance, risk, sales, and operations teams
  • Facilitate internal meetings around client events, ensuring all functions are aligned and tasks are executed efficiently
  • Work in close collaboration with outsourced teams to ensure timely and accurate account set-up and system updates
  • Collaborate with CRM and clients to fully understand expectations and ensure seamless delivery.
  • Analyse investment management agreements and related documentation, providing feedback and highlighting potential risks or requirements
  • Partner with Product Development and Fund Administration teams to support the creation of proprietary investment vehicles
  • Draft and maintain detailed procedures for new business post-implementation
  • Prepare and manage documentation required for SSAE18 audits
  • Proactively identify and implement opportunities to improve workflows, technologies, and operational efficiency
  • Liaise with colleagues across global teams to share insights and ensure alignment on processes
  • Apply strong judgement to identify risk areas and escalate issues appropriately via formal channels

FDM Group