Senior Manager, Investment - Transitions

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Senior Manager, Investment - Transitions

We are looking for an experienced Asset Transition specialist, with experience overseeing a wide range of transition projects – including new manager appointments, pooled and segregated fund trading, in specie transfers, insurance transactions, transition manager appointments and platform transitions.

Role and Responsibilities

• As part of the leadership group within the Transition Team, help to develop transition procedures and ensure all colleagues follow correct processes.
• Managing more junior members of the team.
• Developing colleagues’ transition expertise, including taking a lead on training and knowledge sharing.
• Taking ownership of buy-in and buy-out projects to deliver them within strict time constraints.
• Taking a leading role in research related to transitions (specialising in an area such as custody, FX or Transition Managers).
• Maintain contacts at investment managers and utilising these to deliver optimal outcomes for clients.
• Responsible for oversight/checking of large/complex transition exercises: checking project plans and the associated timelines, checking any documentation required for the projects, and stepping in to progress difficult issues
• Act as mentor/coach/performance manager to more junior members of the team.
• Produce/check final draft instructions for execution and finalising client. correspondence required for clients to execute transition projects.
• Ensure reliable audit trails and backing should issues arise.
• Improve transition processes to help implement more efficient solutions for clients.
• Produce/approve scopes and fee quotes for a range of possible activities.
• Manage project budgets and tracking financials to meet firm efficiency target.
• Perform the role of a transition expert whom colleagues in the wider firm can come to for questions.
• Maintain external contacts and looking for business development opportunities.
• Attend client meetings and pitches where opportunities arise.

Key Skills & Experience

• Extensive experience within asset transitions is required.
• Ability to demonstrate a high level of technical expertise within asset transitions.
• Strong analytical and numerical skills.
• Extensive project management experience.
• Excellent attention to detail and ability to look at input from third parties objectively.
• Strong appreciation of risk management procedures.
• Ability to draft clear and precise instructions.
• Able to take on a high level of responsibility from the outset.
• Excellent communication skills.
• The ability to listen to the requirements of a project and then lead on it to completion.
• The ability to work effectively in a team including delegation.
• Willingness to manage internal and external clients and build strong relationships.
• Highly organised and a methodical thinker to ensure projects are prioritised appropriately.
• Willingness to manage multiple tasks to demanding timeframes when required.
• Be responsible for delivering projects to several colleagues at varying levels across different locations within the UK.
• Willingness to take ownership for the successful completion of projects.
• Strong leadership skills.
• Demonstrate integrity and professionalism.

Demonstrated Commitment to our Core Purpose

• Power in Partnership : We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First : We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business . The variety of work that’ll be available to you will enable you to do this.

You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits .

About Isio

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email [email protected]