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Job description

This esteemed role entails the meticulous management of fund event projects, encompassing a myriad of services for our esteemed clientele. The spectrum of events includes, albeit is not confined to:

  • Commencement of new funds/sub-funds

  • Funds migrations In or Out

  • Integration of sub-funds

  • Disposition of funds/sub-funds

  • Alteration of fund/sub-fund related entities

  • Modifications to prospectuses

The intricate structures involved may be subject to diverse legal frameworks and may encompass both conventional and innovative/hybrid structures.

Operating within the esteemed Business Implementation Department, the Consultant is tasked with providing an array of distinguished services, including:

  • Functioning as a primary liaison for key Clients and serving as their internal sponsor

  • Cultivating enduring relationships with Clients to facilitate pivotal structuring projects

  • Overseeing comprehensive business operational implementation projects

  • Nurturing collaborative relationships with internal counterparts

  • Supervising project teams and collating requirements for novel business ventures

  • Ensuring the timely completion of project deliverables in conjunction with stakeholders

  • Implementing the Target Operating Model in partnership with clients

  • Managing both internal and external communications with key stakeholders

  • Proactively escalating potential issues to the upper echelons of Management

  • Maintaining meticulous on-boarding plans and project logs

  • Actively engaging in the perpetual enhancement of the onboarding process through the proposition of pragmatic solutions

  • Effectively managing any deviations with the Business Implementation Operation Project Manager, Business Change Manager, and IT

Expected Outcomes / Deliverables: The successful and timely delivery of projects within the stipulated timeframes.

Job requirements

Prerequisites for the Offer:

Applicants are required to possess the following essential elements:

  • Proficiency in the financial services sector, particularly within a Financial Securities Service provider or a Management Company

  • Demonstrated experience in Operational Project Management, coupled with a strong technical acumen in the underlying products

  • A comprehensive understanding in one of the following business lines:

    • Financial Advisory and Transfer Agency (FA – TA)

    • Custody, with preferable exposure to Fund Dealing

    • Expertise in Depositary Function

    • Knowledge of Fund Distribution processes

    • Proficiency in Middle Office operations

    • Understanding of Foreign Exchange (FX) transactions

  • Proficiency in both French and English languages

  • Proficiency in German would be considered an additional advantage

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