Investment Funds Vestima Service Design and Implementation
Our team supports client onboarding and process design around fund execution, collaborating directly with Sales-, Product-, and Relationship Management Teams. We also manage and support in- and external testing, partnering with stakeholders to drive automation of processes.
Key Responsibilities:
* Customer Onboarding: Scoping, Migration Planning, and Coordination
* Product Enhancement and Development: Supporting the evolution of our services
* Active Client Communication and Expectation Management: Ensuring transparency and alignment
Transfer Agent Implementations:
We manage the migration to Vestima (order routing platform) and Central Facility for Funds (settlement service) together with clients, as well as partner with them for end-to-end testing and internal testing for system enhancements.
Qualifications/Required Skills:
* University degree, BAC + 3 or 5, with orientation in finance or economics
* Customer focus is essential
* Relevant experience in the fund industry
* Excellent communication and interpersonal skills
* Accuracy, curiosity, highly organized, and flexible with problem-solving skills
* Ability to maintain up-to-date knowledge and assume responsibility, capacity to work independently, as well under pressure, and meet deadlines
* Good knowledge of MS-Office applications, analytical skills, and attention to detail
* Fluency in English (spoken and written)
* SWIFT knowledge is an asset
* French and/or German is an asset
Summary of Key Competencies Required for the Position:
1. Work as a part of a diverse and friendly team
2. High level of organization and focus on accuracy
3. Good problem-solving skills and initiative
4. Ability to work independently
5. Flexibility and \