Purpose of role:To lead, support and strengthen the operational environment at PFS by managing fund and client onboarding, overseeing transitions, driving client-driven changes, and championing process and technology improvements to enable scalable growth.
Duties and responsibilities:- Lead and support all new client onboardings, terminations, portfolio transitions, fund launches, and structural change.
- Manage end-to-end transition processes, ensuring seamless coordination and minimal disruption to operations.
- 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 Client.
- Develop and maintain project plans aligned to strategic objectives as set out by the Implementation Manager.
- Use internal and client-facing dashboards and reports to improve transparency and engagement.
- Build strong relationships across internal teams and with clients, ensuring consistent stakeholder alignment.
- Take ownership of project delivery, ensuring timelines and deliverables are consistently met, while taking operation teams’ capacity into account.
Required experience:- Strong understanding of different fund structures used by Investment Managers, transition management and project management is essential in this role.
- Suited to someone used to working in small, high-performance teams and dealing with multiple projects at once.
- Advanced level experience in Excel and related systems.
- Advanced level of Fund Accounting experience.
- Strong understanding regarding the function of Transfer Agency.
Required Qualifications:- Relevant BCom / BSc Degree (with a focus placed on either Investments, Finance, Commerce or Data Science).
Key competencies:- Strong sense of ownership and accountability across multiple tasks and priorities.
- Highly organised, with excellent time and workload management skills.
- Team-oriented with a positive, collaborative approach.
- Resilient under pressure, with the ability to adapt to changing priorities.
- Analytical and solution-oriented mindset.
- Honest, respectful, and culturally sensitive in all interactions.
Why this role:
This is an exciting opportunity as part of a growing, high-performance business specifically focused on scaling up and improving efficiencies. In this key role you will be at the forefront of PFS by taking on new funds and clients, managing the transition process, working with client driven change requests, process improvement and better utilisation of technology to improve and grow the environment.