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Job Title: Custodian Project Manager (New Business consultant)
Location: London, UK
Duration: 11 months My high-profile banking client are seeking a diligent and detail-oriented Custodian Project Manager to join our London office. The role is a hybrid role 3 days in and 2 days from home.
Role
Responsible for managing Custody new business implementations. Acts as the focal point of contact for external and internal contacts prior to and throughout the transition. Works with the sales group and client servicing team to define the timetable for transition and associated tasks.
Principle Responsibilities
Manages new business implementations for global custody clients by working with client, consultant, prior custodian and investment manager to establish guidelines for transition
Serves as primary client contact on transition issues, communicating with client and others (i.e. consultants and investment managers) directly to provide information on the banks requirements for transition
Works with client and client servicing team to determine unique processing needs, and to translate those needs into procedures and documentation for various internal areas
Participates in pre-implementation meetings, coordinating the needs of sales, operations and relationship staff to identify new or existing client needs
Co-ordinates the client servicing and transition teams and establishes meetings to discuss ongoing servicing requirements
Collects pertinent client information (i.e. asset lists, key contacts etc.) to ensure accurate account set up, distributing information to the appropriate internal areas
Creates and maintains transition project plan
Maintains and updates the new business timetable, including sales prospects, for senior transition and client servicing staff
Participates in the sales process as a subject matter expert identifying prospect and client needs and producing / presenting transition delivery plans
Ensures the overall success of the project, including milestones, deliverable dates and project scope.
Responsible for the day-to-day execution of workstreams relevant to the overall project including Custody, plus for example, Risk & Performance.
Coordinates workstream activities across regions for global Custody projects.
Provides leadership and direction to relevant workstream SMEs and BAs.
Reports up to Project Manager(s) and Program Manager(s) when applicable, or the Steering Group.
Works with regional resources to develop, plan and scope the project for respective workstreams.
Accountable for the delivery of the custody workstream scope & plan to internal partners and the client.
Identifies and reports on progress, issues, risks, resource constraints and needs of the workstream (s) to the Project Manager / Program Manager when applicable, or the Steering Group. Escalates where appropriate to the Steering Group.
Key contact on the Custody project for the client, interested third parties and the steering group.
Prepares, maintains and tracks the overall 'onboarding schedule'.
Manages changes to scope or plan, assessing any project risk, project planning and resourcing, and notifying the steering group to any impact on the project.
Ensures all workstreams meet milestones through constant monitoring of the onboarding schedule and adherence to the governance documentation.
Provides status reports on a regular and timely basis to all workstreams, the Project Manager / Program Manager when applicable, or the Steering Group and the Client. Includes commentary on items in the 'onboarding schedule'. Updates to be provided on a weekly basis with the frequency of updates increasing as the migration approaches.
Skills Required
Excellent organizational skills
Good analytical and negotiation skills
Project management skills are essential to direct implementation activities
Excellent verbal and written communication skills
Good formal presentation skills
Ability to put forward solutions as well as identify issues
Pro-active approach with accuracy and attention to detail
Ability to work well under pressure and to tight deadlines
Able to tackle additional responsibilities outside of immediate duties
Proficient user of Microsoft Project, Visio, Powerpoint, Excel and Word
Qualifications
Investment management qualifications would be advantageous
Experience
Prior work experience is essential
A good knowledge of Custody products and services, usually acquired through work related experience, is necessary to manage client requirements and expectations
Knowledge of custody systems capabilities, usually, acquired through experience or formal training, is required to co-ordinate implementation of new business
Organizational, analytical, negotiation and project management skills are essential to direct implementation activities, prioritize tasks and lead and / or work with transition and client servicing teams
Knowledge of investment management operations gained within an asset management, fund accounting or similar environment
Business analysis / project management experience gained within an asset management or similar environment, including experience of the entire project lifecycle through implementation
Please note that only successful candidates will be contacted. We appreciate your time and interest in working with our client.
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
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