Product Specialist
2 weeks ago
Duties and Responsibilities:
- To engage, assist and run with all new client take ons, take offs, portfolio transitions, changes and launches
- To engage, assist and run with fund setups, fee calculator and NAV recon books builds, including ongoing system and counterparty improvement initiatives
- To optimise the Project Solutions environment (including the full supply chain end to end), developing out the system capabilities and efficiencies for fund products
- Functionally support, being the interface between Business Development initiatives, Operations and the Project Office
- To develop, work on and roll out the project list as directed by the strategic initiatives directed by the Manager
- To utilise the technology stack for client relationships (Salesforce) for
- To use client reports and dashboards to better communicate internally and externally.
- Relationship building internally, able to positively influence all relevant stakeholders.
- Relationship building, have positive relationships with all internal parties, including spreading of positive influence in dealing with the stakeholders
REQUIRED EXPERIENCE
Strong technical Fund Accounting experience required. Minimum 5 years Fund Accounting experience with exposure to client take ons, take offs, portfolio transitions etc.
Suited to someone used to working in small, high performance teams and dealing with multiple issues at once
Advanced level experience in Excel and related systems
REQUIRED QUALIFICATIONS
- Relevant postgraduate / Honours Degree (Investments, Finance, Commerce)
KEY COMPETENCIES
- Accuracy and meticulous attention to detail
- Positive, proactive team player. Able to work well in a team environment
- Highly organised with good time management skills
- Able to handle stress well
- Ownership driven, take responsibilities for a variety of talks
- Analytical thinker with problem solving skills
- Honesty, integrity and mutual respect for coworkers. You have the ability to deal with different cultural and business situations
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