About the company Our client is a leading global asset manager with a strong presence across APAC, delivering innovative investment solutions to institutional clients. Within their broader investment operations function, they continue to invest in their client servicing and operational capabilities, supporting a growing portfolio of separately managed accounts. About the role This is a client-facing operations role with a strong focus on portfolio events (transitions), working closely with internal stakeholders and clients across the APAC region. You will act as a central point of coordination for key portfolio events including account launches, transitions, custodian changes, and terminations, ensuring seamless delivery and a high level of client service. In addition, this role plays a critical function providing day-to-day operational support to Client Account Managers, enabling them to focus on client acquisition and relationship management. This role requires a combination of project management, operational expertise, and stakeholder engagement, working closely with Client Account Managers, Portfolio Managers, Trading Teams, and external custodians. Your key responsibilities will include: Lead and coordinate portfolio events including account launches, transitions, custodian changes, and terminations; Act as the central point of contact for clients and internal stakeholders throughout the lifecycle of portfolio events; Track and manage timelines, risks, and dependencies across multiple workstreams; Oversee post-implementation activities, identifying and resolving any issues; Manage relationships with external custodians, ensuring consistent and effective operating models; Provide ongoing operational support to Client Account Managers, acting as a key internal partner to enhance client servicing and efficiency; Manage the full account lifecycle from mandate inception through to closure, including account opening, funding, product changes, and terminations; Coordinate closely with custodians to ensure successful account setup, funding on launch date, and ongoing account maintenance; Facilitate account changes such as mandate updates, product switches, and custodian transitions in line with client instructions; Support efficient portfolio liquidation and account closures, ensuring a smooth and controlled process; Respond to day-to-day client queries such as account balances, operational processes, and account status updates; Respond to complex operational client queries across areas including custody, audit, regulatory reporting, and trading activity; Support operational due diligence processes and client review sessions; AND Identify opportunities for process improvement and operational efficiency across workflows. Qualifications, skills, and experience required include: 5 years’ experience in transitions, client operations, or investment operations within asset management or custody; Strong experience managing portfolio events such as transitions, account setups, or custodial changes; Understanding of investment operations including portfolios, cash flows, and reporting processes; Demonstrated ability to manage complex projects and stakeholder engagement; Strong communication skills with the ability to engage both technical and non-technical stakeholders; Highly organised with strong attention to detail and the ability to meet tight deadlines; Proactive, solutions-focused mindset with strong problem-solving capabilities; Intermediate Excel skills, with broader systems experience advantageous; AND Familiarity with regulatory environments and operational governance frameworks. If you are interested in learning more about this position, please contact Paris Deligianis at Kaizen Recruitment on 0412 123 587 or at paris@kaizenrecruitment.com.au Alternatively, apply via the attached link. SCR-paris-deligianis-1
