Transitions Manager

4 weeks ago

Sydney, Australia Anton Murray Consulting Full time

Sydney
Asset Management
Permanent

The  Transitions Manager / Senior manager will be responsible for the successful delivery and integration of existing client restructures, closures, new business, or complex transitions/operating models including obtaining an overall understanding of the client needs, planning, execution, and implementation.

Hired on an initial 6-month contract.

Responsibilities:

  • Coordinate and project manage the transition and restructure activities end to end.
  • Liaise with and co-ordinate custodians, investment managers, and other external stakeholders to ensure smooth and timely completion of Client transitions and restructures.
  • Ensure appropriate levels of governance are applied to all implementation activities.
  • Ensure full facilitation and co-ordination of internal business units, including appropriating required information and requirements from all areas for comprehensive planning and time-lining of actions to successfully complete
  • Facilitate information provision to external stakeholders to help ensure no additional risk to the management of Client assets during the transition period, e.g. data provision to Transition managers, Portfolio Managers.

The ideal candidate will have:

  • Approximately 6+ years in Financial Services, with specific technical knowledge of fund accounting and unit pricing, investment administration, and custody operations.
  • Preferred 2+ years in a direct Implementation / Transition Management or similar role, with a proven track record.
  • Demonstrated capability in project/implementation management (either as an SME or full planning capacity), sound analytical ability, and strong stakeholder management.
  • Degree qualified in Business, Accounting, or a related discipline; or substantial industry experience in a like role.
  • MS Office suite proficiency: Project, Excel, Word, PowerPoint
  • Good working knowledge of custody investment administration business and financial services sector, including asset management and Superannuation Funds
  • Possess strong, demonstratable implementation/project management skills

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