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Transitions & Institutional Onboarding Analyst

Ramsey Portia London, United Kingdom
Posted 5 days ago Permanent Strong base & bonus

Transitions & Institutional Onboarding Analyst

Ramsey Portia London, United Kingdom
M
Posted by
Matthew Evans
Founder & Director

A leading global asset manager is seeking anInstitutional Client Implementation Analyst to join their London team. This permanent role sits within the client onboarding function and will be instrumental in coordinating client lifecycle events while supporting client-facing teams to deliver a best-in-class service.

The role will include:

  1. Coordinating client lifecycle events (fee changes, IMA updates, terminations).
  2. Supporting activities such as derivative trading agreements and new market access.
  3. Assisting with client queries, monthly and quarterly reporting.

The ideal candidate will bring:

  1. Minimum 1–2 years’ experience in asset management in a similar role (client servicing or operations).
  2. Strong understanding of institutional asset management; exposure to portfolio implementation or investment operations is highly beneficial.
  3. Excellent organisation, attention to detail, and ability to work to tight deadlines.
  4. A client-focused mindset with strong interpersonal and communication skills.
  5. Fluent English (additional European languages a plus).

This is an excellent opportunity for someone with early career experience in investment operations or client servicing to step into a high-profile institutional function at a global asset manager.

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