You, amongs others, will be managing the operational activities for launching new products/ fund structures, including mergers and liquidations and coordinate changes to existing products.
Client Onboarding & Servicing (COS)
The Client Onboarding & Servicing department (‘COS’) aims to deliver efficient onboarding services and top tier servicing during the client life cycle. The COS department consists of three teams: Global Client Onboarding & Investment Changes, Client Services and the KYC Center. Our servicing model has a strong focus on :
Within the Global Client Onboarding & Investment Change team we are looking for an INVESTMENT SERVICE CHANGE SPECIALIST.
Your role
• Managing the operational activities for launching new products/ fund structures, including mergers and liquidations and coordinate changes to existing products.
• Managing the operational activities for launching new bespoke services for institutional clients, including liquidations and coordinate changes to existing products.
• Capture and validate if service requirements fit within the existing target operating models.
• Oversee the implementation on the back- and middle service providers side.
• Managing Custody Network activities (market opening/ closure), broker set up requests, fund static changes)
• Responsible for project management of the implementations within the agreed time frame and accountable for the agreed fulfillment (including third parties) of the product after completion.
Candidate profile requirements
- 5-10 years of relevant full-time work experience.
- Have a strong affinity and understanding of financial instruments and asset management industry
- An entrepreneurial and creative mindset; a can-do mentality!
- Strong analytical, problem solving and communicative skills.
- Proven project management experience.
- Assertive and proactive attitude towards collaboration between service providers and our internal stakeholders
- Fluent English/ Dutch (both spoken and written).
Candidate experience
- Experience in product launches (including mergers and closures), transitions, onboarding new of Institutional clients and custody relationships.
- Experience with managing external service providers.
All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.
Robeco Recruiting Team
Please send your application for Investment Change Manager at Robeco in Rotterdam via the button.
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