This role is fully onsite, 5x per week based in central London. This position is a 6-month contract with the option to convert to a full-time-employee upon strong proficiency in the role.
Day-to-Day:
The role entails working as a PM within the European Shareholder Services team. The team performs the following key functions;
- Ongoing review and maintenance of internal policies and procedures with a view to increasing automation, scalability, and outsourcing of tasks to external vendors with appropriate controls and cost efficiencies.
- Co-ordination of new fund and share class launches and set-up on internal and external systems and platforms, working closely with distribution services, product development and the funds group teams.
- Provision of management/board reporting, and information for ad-hoc management requests.
Must haves:
- Bachelor’s degree
- Experience working as a PM
- Experience overseeing an outsourcing project involved with the outsourcing of AML/ KYC or client onboarding and/or any other relevant experience.
- Experience working as a PM/ BA within financial services or consultancy.
Plusses:
- Experience working on the outsourcing of a mutual fund project.
- Knowledge of offshore mutual fund transfer agent operations, processing, and compliance standards focused on the distribution side.
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