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Client Contracting Manager

William Blake Group
London, United Kingdom
£65k - £75k
Closing date
Jul 8, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Responsibilities include:
  • to ensure that all documents, fee schedules and material obligations for mandates are approved and documented prior to mandate launch
  • Internal coordination of the negotiation and completion of legal agreements
  • Review and analyse investment management agreements, investment guidelines, and other relevant schedules
  • Coordinate review and input from appropriate business areas to complete the approval of the documents
  • Coordinate all relevant documentation required for client onboarding across the business, marking up the legal documents accordingly
  • Effective communication to impacted business areas ensuring they review, acknowledge and sign-off their contractual obligations and respond in good time to facilitate orderly progress with clients
  • Documentation of issue resolution and status updates
  • Capturing, validation and agreement of pricing arrangements within documentation where rebates are in place
  • Partner with Institutional Client Services team and key business leaders - legal, compliance, sales, finance, portfolio managers, performance measurement, and operations to support the negotiation of mandate terms
  • Provide support to our Pooled Vehicle business through assistance with the coordination of rebate and distribution agreements
  • Produce management reporting on client onboarding
  • Assisting with internal/external Audit process
  • Participate in process improvement projects for the client onboarding including implementation of processes, ongoing monitoring (including development of solutions to automate monitoring process), and maintenance of books and records

Experience required:
  • Drafting/marking-up Investment Management Agreements
  • Extensive experience working with segregated client agreements both in terms of onboarding and ongoing mandate change
  • Strong investment management experience including proven understanding of asset management, financial instruments, administration processes, performance analysis, reporting and legal drafting
  • Highly organised with strong workflow management and project management skills
  • Ability to work with others both in the team and across the business to achieve effective solutions and decisions
  • Strive to achieve a first class service management function
  • Ability to make clear decisions and exercise good judgement; proven problem solving, specifically around data and process
  • Excellent facilitation and management skills, being able to discuss sophisticated/technical concepts

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