Committed to win-win relationships

Business Implementation – Fund Dealing Services

Your Day-to-Day

• Oversee the implementation of onboarding projects within Fund Dealing Services, including new client setups, migrations, fund events and structural changes.
• Coordinate and participate in regular project meetings or calls with clients and internal/external stakeholders.
• Perform gap analyses to understand client requirements and define an operating model aligned with internal standards, collaborating with change teams when deviations arise.
• Lead the preparation, negotiation, and validation of operational documentation with clients.
• Build and maintain strong relationships with operational teams and service providers to ensure all workflows and controls are in place for a seamless transition into business-as-usual.
• Coordinate asset migrations (mutual funds, hedge funds, cash) linked to onboarding or transition events, including drafting process documentation outlining roles and responsibilities.
• Work closely with transversal functions (Custody, Fund Administration, Transfer Agency, Depositary, Markets Services) to ensure cross-functional topics are addressed.
• Keep the project pipeline updated, monitor upcoming events, and anticipate capacity constraints across your portfolio.
• Manage connectivity setup and testing (e.g., SWIFT, internal platforms) to ensure clients and delegates are fully operational from day one.
• Contribute to enhancing onboarding methodologies by proposing improvements and participating in post-implementation reviews.

Your Profile

• Strong knowledge of mutual fund and hedge fund operations, processes, and industry standards.
• Demonstrated experience in client onboarding, business implementation or project management within the financial services sector.
• Excellent negotiation, communication, and client engagement skills.
• Strong analytical abilities with the capacity to design efficient operating models and manage complex dependencies.
• Highly organised, capable of managing multiple projects simultaneously while maintaining high-quality delivery.
• Ability to work effectively with cross-functional teams and coordinate with multiple stakeholders.
• Comfortable using standard office tools and familiar with financial industry systems.
• Fluency in English and French; any additional language is an asset.