Wallace Myers International Executive Recruitment & Professional Staffing

Alanna Mulcair

Alanna has over 8 years Financial Services recruitment experience at a management level. She is a highly motivated, conscientious and dedicated individual with huge focus on Client/Candidate relationship management.

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Project Manager / Business Implementation Officer

€40000 - €50000 per annum Bonus, Pension, Healthcare, Life

The Role: Business Implementation Officer - Project Management

The Business Development team is responsible for managing fund events and oversees several million in assets transferring / launching into the business. Acting as main co-ordinator between internal parties, external clients and legal counsel to facilitate the project management of:

    • Fund launches for new and existing clients
    • Fund transitions from other administrators and custodians
    • Re-domicile events resulting in new fund launches
    • Restructures, mergers and schemes of amalgamation resulting in new funds
    • Fund closures & liquidations

key responsibilities of the role include:

  • Co-ordinate fund launches and transitions with the internal teams, client, relationship managers and relevant additional parties.
  • The project manager is the key point of contact with the client for the duration of the project, along with the relationship manager.
  • Scope the project and critical path with client and relevant administrator.
  • Create project plans for meetings.
  • Chair project meetings and document actions/updates. Ensure new business take on teams are taking ownership of their tasks.
  • Actively manage the project process, including the circulation of all details to the operational teams and any third parties with the monitoring of replies via the tracker.
  • Report and escalate to senior management on any risks and critical tasks from plans that are outstanding, e.g. SLD's, fees, legal agreements.
  • Following and enhancing procedures to ensure funds are taken on in a timely and risk-controlled fashion.
  • Ensure clear communication to internal departments legal, risk, compliance finance, central administration, depositary, distribution operations etc as well as clients and external parties.
  • Coordinate initial due diligence on delegates and work with internal stake holders to ensure no risks to the company.
  • Participate in client pitches when required developing strong relationships with the sales team.
  • Ensure appropriate document sign off is obtained.
  • Coordinate launch implementation within the teams and ensure SLAs are in place.
  • Keep up to date with regulatory change and advise internal teams accordingly.

Minimum Requirements:

  • Preferably 3 years Funds experience.
  • Excellent knowledge of UCITS and AIF Fund structures, and knowledge of Lux & Irish legal structures.
  • Thorough understanding of Management Company / AIFM structures required.
  • Project management skills essential along with ability to run simultaneous project.
  • Proven self-starter with the ability to work independently while supporting the overall goals of the team.
  • Strong interpersonal and written communication skills.
  • Results driven and proactive in problem solving.
  • Excellent client service skills, client focused and delivers work to an exceptionally high standard.
  • Proven analytical thinking.
  • In-depth knowledge of Excel / Word / PowerPoint.
  • Knowledge in PMO tools such as Jira/ Project an advantage.

At Wallace Myers International Recruitment Agency we specialise in sourcing professionals for key industries and services. See our website for more details.

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This position was pPosted on 09 Jun 2022

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