Onboarding Manager

£300 - £400

City Of London

12 Month Fixed Term Contract

The Company:

My client are one of Europe's largest asset managers and a major global investor. My client offers tailored strategies to the needs of institutional and retail investors across the full spectrum of asset classes including, fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions.

The Role:

The primary function of the Global Operations On-boarding Team is to support the trading and investment activities by ensuring that Global Operations is ready to support any given Institutional, Fund or Bespoke Transaction implementation by the quoted launch date. All these functions required to launch the product need to be completed within strict launch date deadlines. It also requires providing effective support to all key stakeholders and ensuring they are informed of the status of the launch and monitoring the pipeline for non-standard requirements and volume spikes. The role requires the employee to manage the Segregated, Fund and bespoke transactional pipeline, liaising with all relevant parties to prioritise and establish appropriate launch dates, while maintaining the log of current initiatives.

The role of the Specialist is to work closely with the team manager to develop and improve the current process and stay abreast of market/ISDA initiatives that will impact the operational teams. This is a key position with the ability to influence the direction of the function.

Duties Include:

  • Maintain accurate and current log of Segregated and Fund launches, Bespoke Transactions and Initiatives
  • Strong Product and instrument knowledge in relation to Fixed Income, Equities, OTC Derivatives, Pooled Products and Direct Investments
  • Identify and highlight non-standard requirements that impact Global Operations
  • Ensure function continues to support the service provisions and workflow organised appropriately
  • Participate in other aspects of the OTC/Broker Operational On-Boarding process when required
  • Identify processes and service enhancements, or potential risks, to ensure the client service provided is of the highest standard and remains fully compliant
  • Undertake quality assurance of work to ensure errors are minimised
  • Maintain detailed knowledge of Industry and ISDA changes that will impact the LGIM Operating model
  • Continuous review of procedures, policies, systems and issues. Recommend changes to procedures and implement, ensuring that they are scalable, repeatable and efficient
  • Continuous review and improvement of the Risk framework within the function
  • Work collaboratively with peers to share best practise and create awareness of issues throughout the department
  • Challenge established methods, explore and promote new ideas or ways of working with the buy in and enthusiasm from team
  • Ensure relevant numbers of ISDA/GMRA's across all required brokers are available to trade for the relevant Fund/Account by the deadline stated
  • Ensure all relevant systems are set up accurately and in a timely fashion to ensure business can execute the required investment strategy, without impacting other teams and functions

Candidate Requirements:

  • Strong technical investment process knowledge/experience relevant to role
  • Proven experience of managing a similar function
  • Strong experience/skills in oversight and implementation of controls
  • Constantly challenge established methods and to look at promoting new ideas with the buy in and enthusiasm from your team
  • Proven track record of dealing with and influencing upwards to more senior managers
  • Collaborative and personalised approach to service commitment, delivery and continuous improvement
  • Confident liaising across, Front Office, Global Operations and Legal environments
  • Evidence of effective working relationships with internal and external stakeholders