Job Description: Implementation Specialist
Reporting line: Implementation Manager
Location: Westlake, Tokai
Business Unit: Fund Services
Purpose of the role
To 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.
