New Business Project Manager
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source : Moovijob

About Northern Trust :

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally.

With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

As a Northern Trust employee (Partner), you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve.

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

New Business Project Manager (m / f)

Role / Department :

Ensure smooth execution and completion of projects for new fund launches, transitions, and projects resulting in new funds.

Monitor risk and issues throughout the project and ensure proper escalation to senior management where needed.

Actively manage the new business approval process and manage feedback from operations to Sales and Relationship Management teams.

Work with Sales, Relationship Managers, Transfer Agency, Fund Accounting and other relevant departments / business units as required for client / fund projects.

Update new business schedule and produce monthly statistics for senior management.

The key responsibilities of the role include :

  • Co-ordinate Fund launches and transitions with new business take on teams, Client, Relationship Managers and relevant departments / business units.
  • Scope the project and critical path with Client and relevant NT departments.
  • Create project plans for meetings using MS Project / Excel.
  • Project Manager is 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, e.g. SLDs, Fees, Legal Agreement.
  • Maintain the weekly new business schedule, updating it with new approved fund launches, revisions to existing launch dates, headcounts etc.
  • Produce MIS and relevant stats for Senior Management.

  • Assist in RFPs and Sales presentations to Client.
  • Conduct Lessons Learned on completion of a complex project when required.
  • Skills / Qualifications :

    The successful candidate will benefit from having :

  • First experience in a similar Project Management role in a banking environment
  • Good Knowledge of both Ucits and Alternative Funds
  • Fluency in English is a must, knowledge of French and German could be an asset
  • Strong communicator with a passion for people management
  • Willingness to work in a dynamic and international environment
  • Initiative and proactivity are key for the role
  • Working with Us :

    We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies.

    In return, we will support you with your personal and career goals in a number of ways :

    Financial Life Assurance, Disability Plan, Pension / Gratuity, Annual Pay Review

    Work Life Balance Flexible Work Options, Incremental Annual Leave, Community Volunteer Days

    Health & Wellbeing Private Medical Insurance, Active Sports & Social clubs (lunchtime and after-work groups), Employee Assistance Program

    Professional Development Clear Career Path, Education Assistance, Recognition Programme, NT University (wide range of online, virtual & in-house training options) and employee-led Business Resource Councils dedicated to diversity and inclusion initiatives.

    And Finally

    We hope you’re excited about the role and the opportunity to work with us.

    We value an inclusive workplace and understand flexibility means different things to different people.

    Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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