Fund Business Implementation Consultant

Posted 20 December 2022
Job type Contract/temporary
Discipline Financial Services
Contact NameRena Weld

Job description

What you need to know

Matrix Recruitment are currently recruiting for a Fund Business Implementation Consultant for our client in the financial services sector based in Dublin (hybrid working available). 

The new business team is responsible for over 200 fund events each year and overseas assets transferring / launching into the business with the New Business team acting as main co-ordinator between internal parties and external clients to facilitate the project management of activities such as fund launches, transitions, restructures, mergers and closures. This job will involve regular calls with clients.

This is a 12-month contract role with some opportunity for extension and / or permanency.

Your new job

Key duties & responsibilities:

  • Co-ordinate Fund launches and transitions with new business take on teams, Client, Relationship Managers and relevant departments/business units.

  • Develop and manage stakeholder relationships.

  • Scope the project and critical path with Client and relevant departments.

  • Create project plans for meetings

  • Act as the key point of contact with the Client for the duration of the project, along with the Relationship Manager.

  • Chair project meetings and document actions/updates.

  • Ensure new business take on teams are taking ownership of their tasks.

  • Actively manage the new fund approval process, including the circulation of all details to the operational areas and the monitoring of the replies via the tracking file.

  • Report and escalate to Senior Management on any risks and critical tasks from plans that are outstanding.

  • Assist in RFP’s and Sales presentations to Client.

  • Conduct Lessons Learned on completion of a complex project when required.

What are we looking for?

  • Undergraduate degree or equivalent experience.

  • Strong Client Service Orientation

  • In depth Product/Service Knowledge

  • Strong funds Industry Knowledge

  • Proven Analytical Thinking

  • Extensive Leadership abilities

  • In-depth knowledge of Excel / Word / PowerPoint

By applying, you are giving consent for Matrix Recruitment to contact you about this job. We collect your data for recruitment purposes only and will retain it for the duration required as outlined in our privacy policy. All CVs are kept confidential and will not be submitted to any clients without your knowledge and consent. Please note that due to the expected high volume of applications we can only reply to applicants suitable for the position. In the interest of protecting your data and informing you of your rights we will notify you should we retain your information by issuing an acknowledgement email and a request for consent where not already expressly given. 


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