Standard / Permanent
CUSTOMER RELATIONSHIP MANAGEMENT
Business Implementation Officer Private Equity & Real Estate(M/F)
Description of the job
· Guarantee the operational implementation of a new business (new customer / new services for existing clients) within the PERE perimeter, ensuring the adequate use of project management methods.
· Develop a close working and structured relationship with the operational PERE teams to ensure operational set ups and flows are in place and correct in order to mitigate any underlying risk.
· Ensure the ‘client event pipeline’ is regularly updated with quality information regarding upcoming implementation projects not only in terms of monitoring and control of the project but also in terms of internal distribution and visibility of this pipeline for information and action.
· Ensure a structured and regular communication and monitoring of client event projects.
· From a new client on-boarding or new client event perspective, manage the business Operating Memorandum and other operational documentation with clients.
· Actively participate in the continuous improvement of the on-boarding process by proposing concrete and pragmatic solutions and leading, as necessary, Post Implementation Reviews.
Master’s degree in Finance or equivalent, unless significant working experience in the same sector of activity (at least 5 years).
Investment funds experience of at least 5 years
Experience in project management of at least 2 years
PERE experience of at least 2 years
Technical knowledge and skills
The successful candidate will show very good organizational skills and an appetite for delving into the technical details of our service offer. He or she will be facing external clients and managing challenging situations, both technically and from a client relationship management perspective.
She or he will also show a very positive attitude with a “have things done” mindset.
English and French mandatory, German considered as an asset
Securities Services - Fund industry - Fund accounting - Transfer Agency - Depositary - Middle Office - Fund Distribution - Onboarding - Implementation - Private equity