Project Management - Conversions, Vice President
Core
Managing client conversion activity including new client onboardings, outgoing conversions, transition management, mergers, and interfund transfers.
Role type
Senior Vice President, Project Management - Conversions
Builds
Conversion runbooks, task lists, dashboards, and trade status reports for institutional investors.
Domain
Financial Services / Global Custody / Fund Accounting
Required skills
Large-scale multi-location project management, conversion planning, transaction processing oversight, settlement monitoring, reconciliation, asset certification, market and securities transferability analysis
Preferred skills
Global Custody and Fund Accounting experience, complex client conversions, asset transitions
Technologies
None explicitly stated
Responsibilities
Manage multiple conversion related projects, coordinate with internal and external parties, organize conversion guidelines and runbooks, conduct review and analysis of markets and securities transferability, oversee transaction processing and settlements, monitor transactions for timely settlement, research and resolve failing transactions, prepare and distribute trade status reporting, perform reconciliations, certify assets upon completion
Seniority
Senior, hands-on IC with strategic oversight