Senior Associate, Onboarding and Transition Management, Client Lifecycle Management

We are seeking a Senior Associate, Onboarding and Transition Management, Client Lifecycle Management to join our team in London.

This is a permanent, full-time role with 4 days in the office, perfect for someone who thrives in a flexible, relationship-driven environment.

Responsibilities

• Work in collaboration with the immediate team to coordinate and support client onboarding, off-boarding, and transitional activity of RBC BlueBay's pooled funds, segregated mandates, and CLOS.
• Manage coordination of all stakeholders, internal and external, through the client's onboarding journey, partnering with various groups across the firm and external parties.
• Work closely with colleagues and clients on key deliverables and be the central point of contact to manage their requests.
• Identify areas of workflow process automation, delivering scale to the team, using in-house workflow tools and AI where appropriate and relevant to speed up the onboarding journey across the business for clients.
• Work closely with all key internal stakeholders, including Product Development, Investment teams, Manco, and infrastructure teams such as Legal, Fund Accounting, Operations, IT, and Compliance.
• Assist in managing client communications throughout the onboarding journey with input from immediate team colleagues and Client-facing teams where appropriate.
• Represent the team and department in a professional, collaborative manner, developing good working relationships with all internal and external parties.
• Maintain awareness of internal team processes and controls as well as the changing regulatory environment.
• Work closely with the immediate team to ensure full coverage of each event and ensure knowledge is shared in an environment of constant improvement.
• Proficiency in Service Now workflow tool for all onboarding, offboarding, and transition-related events.
• Build and maintain strong relationships with external service and system providers.
• Support the design, maintenance, and update of policy and procedure documents for all reporting obligations to meet audit requirements.

Requirements

• Experience working with clients on a face-to-face basis.
• Strong organization skills, with experience in managing multiple deliverables at any one time.
• Desire to build a career in asset management with a focus on expanding knowledge of ESG.
• Excellent verbal and written communication skills and strong attention to detail.
• Skills to adapt style of communication for the current audience to successfully articulate issues clearly and logically.
• Ability to establish and maintain good relationships and work effectively and cooperatively with others.
• Capacity to grasp new concepts/information quickly and adapt to changing work situations, as well as a positive 'can-do' attitude.
• Works in a collegiate fashion, sharing information with and learning from others within the team to develop and constantly improve best practices.
• Experience working in the investment industry.
• Good working knowledge of equities and fixed income.

Nice to Have

• Understanding of fund structures: UCITS, Closed End, Cayman Trusts, Managed accounts.
• Understanding of legal contracts such as Investment Management Agreements, Guidelines, operating memorandums, service level agreements, and negotiation requirements.
• Understanding of the purpose of legal trading agreements: ISDA, GMRA, Clearing Agreements.
• Strong interest in ESG/sustainability matters.

What We Offer

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.