
Posted 3 hours ago
Implementation Specialist
PrescientImplementation Specialist
Requirements
BCom or BSc degree in Finance, Investments, Commerce or Data Science, Advanced Fund Accounting experience, Advanced Excel skills, Understanding of fund structures and transition management, Knowledge of Transfer Agency functions
Skills
ExcelProject Management
About the role
Responsibilities
- Lead and support new client onboardings, terminations, portfolio transitions, fund launches, and structural changes.
- Manage end-to-end transition processes to ensure seamless coordination and minimal operational disruption.
- Drive fund setup processes, including fee calculations and NAV reconciliation book development.
- Identify, scope, and implement system and process enhancements across the implementation and operations value chain.
- Act as a key liaison between Business Development, Operational teams, Project Office, and Clients.
- Develop and maintain project plans aligned to strategic objectives.
- Use internal and client-facing dashboards and reports to improve transparency and engagement.
- Take ownership of project delivery, ensuring timelines and deliverables are met while considering team capacity.
Requirements
- BCom or BSc degree with a focus on Investments, Finance, Commerce, or Data Science.
- Advanced level of Fund Accounting experience.
- Advanced Excel skills and experience with related financial systems.
- Strong understanding of different fund structures used by Investment Managers.
- Proven experience in transition management and project management.
- Solid understanding of Transfer Agency functions.
- Ability to work effectively in small, high-performance teams managing multiple projects simultaneously.
About the Company
Prescient is a multinational financial services provider offering a wide range of solutions, including Investment Management, Stockbroking, Platform & Administration Services, and Retirement Solutions. Prescient Fund Services focuses on providing high-quality operational environments for fund and client management.
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Prescient · Tokai
