Mason Blake
Client Servicing Analyst / On-boarding Coordinator
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Client Servicing Analyst / Onboarding Coordinator | Investment Management Operations | London
A well-established asset manager based in the City is looking for a Client Servicing Analyst to join their Institutional Client Servicing team, supporting onboarding and ongoing operational support across the client lifecycle.
The role:
You'll project-manage fund and mandate launches, closures and transition events (custodian changes, in-specie transfers, benchmark changes), acting as the key point of contact for internal stakeholders and external parties including custodians, administrators and transition managers. You'll coordinate market openings, trading agreement set-up with the Derivatives Administration team, and review of IMAs alongside Legal, while providing day-to-day client servicing support for EMEA institutional accounts.
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What they're looking for:
- 1-2 years' buy-side experience in a client servicing or operations role
- Strong knowledge of Middle/Back Office functions: settlements, reconciliations, client reporting, performance, pricing & valuation, corporate actions
- Experience with financial systems such as SWIFT, TLM, Bloomberg, or portfolio accounting platforms (HiPortfolio, Portia, etc.)
- Solid understanding of investment product classes: equities, fixed income, derivatives, alternatives
- Strong reconciliation experience, manual and automated
- IMC or similar industry qualification desirable but not essential
- Additional European languages a plus
- Confident communicator, comfortable multi-tasking and working with minimal supervision
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This is a strong opportunity for someone early in their operations career to build broad exposure across client servicing, transitions and fund operations within a well-regarded institutional platform.
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