Job Description: Implementation Specialist Reporting line: Implementation ManagerLocation: Westlake, TokaiBusiness Unit: Fund Services
Purpose of the roleTo support the operational environment by managing new client onboarding, overseeing transition processes, handling client-driven change requests, improving processes, and leveraging technology to optimize the environment.
Duties and responsibilities Engage, assist, and manage new client take-ons, transitions, changes, and launches.Take ownership of the transition management process, ensuring smooth execution.Set up funds, fee calculators, and NAV recon books, and continuously improve system and counterparty processes.Optimize the Implementation teams environment, enhancing system capabilities and efficiencies for fund products.Act as the liaison between Business Development, Operations, and Project Management.Develop and execute projects aligned with strategic initiatives set by the Manager.Use client reports and dashboards for effective internal and external communication.Build and maintain strong relationships internally and externally, influencing stakeholders at all levels.Foster collaboration and effective stakeholder management across various entities.Ensure timely and successful completion of all project initiatives.Required experience Minimum 5 years of experience in fund structures, products, transition management, and project management.Familiarity with working in small, high-performance teams and managing multiple issues simultaneously.Advanced proficiency in Excel and related systems.Required qualifications Relevant postgraduate/Honours Degree in Investments, Finance, or Commerce.Key competencies Accuracy and meticulous attention to detail.Positive, proactive team player with strong teamwork skills.Highly organized with excellent time management.Ability to handle stress well.Ownership-driven with a strong sense of responsibility.Analytical thinker with problem-solving skills.Integrity, honesty, and respect for co-workers, able to handle diverse cultural and business situations.Why this role?This is an exciting opportunity to be part of a growing, entrepreneurial, high-performance business focused on scaling up and improving efficiencies.
You will play a key role in supporting the operational environment by managing new client onboarding, handling transition processes, and working on process improvements.