Subject Matter Expert - BI FDS (Fund Distribution Support)

Your Day to Day:

• Manage the implementation of fund dealing service projects, including client onboarding, fund launches, mergers, liquidations, and migrations.
• Organize and participate in regular meetings or conference calls with clients and internal or external stakeholders involved in the projects.
• Conduct detailed analyses of client requirements to design operating models consistent with internal standards, identifying and proposing solutions for any deviations.
• Coordinate the preparation and signature of operational documentation with clients and internal departments.
• Collaborate closely with fund dealing service teams to ensure operational setup, process integrity, and risk mitigation during transitions to business-as-usual activities.
• Lead and coordinate asset and cash migrations, preparing operational documentation that defines roles and responsibilities of all stakeholders.
• ...

Ready to Apply?

Submit your application today and join our talented team at Advisory Key.