International Financial Data Services (IFDS) is the leading supplier of third-party fund administration and Transfer Agency services to European investment clients and their customers.
We are currently experiencing high levels of growth and are seeking outstanding finance professionals to join our New Business Team.
The New Business Implementation Manager is responsible for the coordination of new business projects within Transfer Agency (including fund launches, balance only and full data conversions)
The Project Manager will be responsible for the project scope definition, project budget, project planning, inflight strategies, operating model design, risk management, stakeholder management and project governance.
He / she will actively lead project meetings, monitor the progress of the assigned projects and provide updated status to the business units.
The New Business Implementation Manager will document issues, coordinate solutions and monitor their closure. He / she will assist in the implementation of operating model, procedures, controls and training.
The New Business Implementation Manager may be expected to work on several small projects at one time. The New Business Implementation Manager interacts with all groups involved in the project lifecycle, both internal and external, with the ultimate goal of ensuring successful completion of the project.
Experience of Transfer Agency and new business implementation would be an advantage.
The Role -
Management of client-facing projects
Lead in client project calls and Governance
Participation and lead in Legacy Admin Project Calls
Management of BA's Workflow / Challenges / Escalation
Internal Senior Management Steering meeting management
Management of Workstream Meetings
Conversion Strategy Management and documentation
In-flight Strategy Document
Conversion Run-Book preparation and management
Team management inclusive of resource allocation and project scheduling
Defines project scope based on the Project sponsor’s objectives together with input from the appropriate stakeholders, both internally and externally
Liaises extensively with clients to establish exact requirements, agree solutions and define timeframes for project deliverables
Proactive identification and management of project risks, ensuring that the appropriate measures are taken to ensure that all stakeholders have an appropriate appreciation of the key risks and that the required steps to mitigate these risks are completed.
Thorough documentation throughout the project life cycle including collation of all required signoffs
Issue tracking and management, ensuring that the appropriate stakeholders are in agreement with the resolution steps
Document the operating model
Preparation of Non-Standard Process reports and facilitating their review with Risk and Compliance
Reports project status and issues to business unit on a regular basis.
Leads interaction with other business units involved in the project and coordinates the project team and activities.
Coordinates internal Legal & Risk requests
Works within the Transfer Agency Project Office structure and ensures that all standard templates are used and required resources are procured.