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Risk Manager/Analyst Financial Analyst

Client Transition Analyst

Job in London, Greater London, EC1A, England, UK
Listing for: Mason Blake
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Our client is a top tier investment management house based in London. Due to continued company growth and success, they are now looking to recruit a Client Transitions Analyst to join their high-performing team on a permanent basis.

The Client Transitions Analyst will take responsibility for the following duties:

  • Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings
  • Initiating account record set-up for new accounts and/or portfolios and ongoing maintenance of existing account records; reviewing and approving new account set-ups
  • Coordinating fund launches, fund closures, share class launches, and related transition events
  • Providing assistance and training to colleagues as well as acting as global expert for account record set-ups; updating process and control checklists
  • Liaison and coordination with Transition Managers where relevant
  • Coordinating the reconciliation of external transition management trade execution files for new or existing accounts
  • Being a thought partner to Client Integration Managers, Portfolio Manager/Coordinator and Trading in the development and implementation of client transition strategies
  • Coordinating with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post event basis
  • Monitoring and processing of daily cash flows and confirming cash flow transactions with custodian banks
  • Maintaining awareness of industry, custodian bank and regulatory change; develop understanding of different jurisdictions, client requirements, and custodian banks

    • The Client Transitions Analyst will meet the following criteria:

  • Experience in a similar role within the investment management sector
  • Holds industry relevant qualifications, such as IMC or CFA, or a desire towards such a qualification
  • Comes across as credible and as someone who can hold their own in front of senior stakeholders at a global level

    • This is an excellent opportunity for an Operations Analyst working within a hedge fund or investment management company, who is now looking to excel their career in a prestigious buy-side house.

    If you believe your background meets the criteria, please apply with your CV.

    Apply for this job #J-18808-Ljbffr
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