Implementation Specialist

SUMMARY:
Implementation Specialist

POSITION INFO:

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 team’s 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.