Portfolio Migration Analyst (Asset Management)

Institutional Oversight (IO) and MAS Operations (MAS Ops) team sits within Client Operations and has primary responsibility for all aspects of institutional account onboarding, portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related client inquiries. These functions cover a wide range of clients and a complex product range, which include equities, fixed income, currency and derivatives. The group supports portfolio managers, sales and client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business and also to shape and implement solutions for new clients, products, strategies, and system architecture. The group continues to focus on best in-class client experience and working closely with the business to
maintain and enhance client relationships.

The role on a day to day basis:

• Ensure the project is delivered on-time, within scope and budget


• Developing project scopes and objectives, involving all relevant stakeholders, and ensuring technical feasibility


• Develop a detailed project plan to track progress


• Measure project performance using appropriate systems, tools and techniques


• Report and escalate to management as needed


• Manage the relationship with the client and all stakeholders


• Create and maintain comprehensive project documentation


• Understand operational risks within the team and actively work to mitigate risks


• Holistic ownership and understanding of client accounts from a business Operations perspective by coordinating client events and issues across all operations teams and business partners


• Coordinate and manage tasks across a multi-disciplined team to ensure key deliverables are met


• Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact


• Apply process reengineering methodologies in executing strategies and tactical solutions
  
  Solid organizational skills including attention to detail and multi-tasking skills


• Strong leadership skills


• Excellent client-facing and internal communication skills


• Excellent written and verbal communication skills


• Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint


• Demonstrate strong risk management principles


• Onboarding experience


• Client implementation experience


• Understanding of asset management


• Understanding of custodians


• Strong PM skills


• Ability to manage multiple portfolio migrations at the same time


• Ability to work efficiently, communicate well, escalate and project manage, Significant prior experience in Onboarding, Operations and/or Financial Services - relevant work experience


• Demonstrate ability to partner across product groups, regions and functional responsibilities


• Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions