Onboarding Executive

Onboarding Executive

Posted 1 day ago by Legal & General

Negotiable
Undetermined
Undetermined
London, United Kingdom

Summary: The Onboarding Executive role at Legal & General involves coordinating the onboarding of new fund and client mandates, ensuring compliance with operational and legal requirements. The position requires effective communication with stakeholders and a strong understanding of investment processes. The executive will also support Onboarding Managers and contribute to strategic projects within the team. This role is integral to delivering a seamless onboarding experience for clients and funds.

Key Responsibilities:

  • Co-ordinating the onboarding of new fund/client mandates, share class launches, and existing portfolio amendments.
  • Communicating effectively both internally and externally on the progress of onboarding work.
  • Completing onboarding documentation required for new funds and ensuring all relevant stakeholders have necessary documentation.
  • Developing a clear understanding of all business areas within LGIM and maintaining effective working relationships.
  • Acting as an onboarding consultant, demonstrating technical ability and understanding of client decision-making processes.
  • Applying and designing business processes to support a risk-controlled and compliant environment.
  • Providing day-to-day and strategic support to Onboarding Managers.
  • Supporting onboarding specialists in delivering testing and updates to various forums and workstreams.

Key Skills:

  • Strong academic background, preferably degree qualified (2.1 or equivalent).
  • IMC qualification or willingness to study for it.
  • Basic understanding of investments and current market, regulatory, and economic matters.
  • Strong interpersonal and communication skills, capable of influencing at senior management level.
  • Experience within the pensions industry and investment management.
  • Knowledge of product/fund strategy and onboarding processes.

Salary (Rate): undetermined

City: London

Country: United Kingdom

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance