Asset Management
2 weeks ago
Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.
As a EMEA Client Onboarding Management Vice President, you will manage the end-to-end implementation of Institutional Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise, operational knowledge, strong Client Service skills and analytical acumen. If you are able to demonstrate leadership, identify areas of opportunity and design/implement new operating models, this may be the role for you. You will join EMEA Client Onboarding Management team who are responsible for project managing the end-to-end implementation of new Institutional client mandates, JPM internal Fund launches and Life-Cycle events on the respective investment accounting platform(s). The team work cross-functionally with senior representatives from Investment Desks, Product Development, Client Account Management, Compliance, Risk and Control functions as well as subject matter
experts in Investment Operations, Technology and Third-Party vendors.
Job responsibilities
Manages new account onboarding’s for Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates and additionally manages lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes Lead internal stakeholder and external Client meetings to ensure events are effectively scoped, manages and delivers within agreed timeframes providing an excellent level of Client service Complete and maintain event documentation, including onboarding checklists, account opening information, product specifications, project plans and any other related documents Perform control checkpoints and authorization of Client mandates prior to launch Is a functional subject matter expert who demonstrates a high degree of independent decision making and executes sound judgement Collaborate effectively across internal teams to leverage expertise, products and service delivery Lead on wider business support initiatives including New Business Initiatives (NBIA) Demonstrate strong communication skills through regular status reporting to key stakeholders Identifie proactively risk and control issues to prevent and mitigate risks Support the global client onboarding teams to develop best practice standards and consistency and Identify ways to improve processes/procedures to enhance the Client experienceRequired qualifications, capabilities, and skills
Lead a small team of professionals working as COMs as well as work as an individual contributor for various client mandates to create operational readiness A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment Trade flow knowledge from event inception, trade execution through to operational settlement A strong understanding of Fund Accounting, Transfer Agency and Custody Project Management experience with the ability to manage initiatives concurrently end to end Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients Excellent time management skills Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situationPreferred qualifications, capabilities, and skills
Asset Management or relevant Investment Banking, Wealth Management experience Ability to identify process improvements and implement appropriate changes using digital tooling . Python, Tableau, Alteryx-
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