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Product Change Associate
Waystone. Provide support services and project administration, including custody openings, annual custody updates to markets, completion of market-related documents, transfer agency account opening, day-to-day custody enquiries, and closure of markets and custody accounts resulting from changes of custody, transfers out, and wind-ups .
Core Competencies
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Demonstrates expertise in custody account management, including openings, closures, and operational queries, while effectively supporting product development and project administration. Proven ability to manage timelines and deliver quality work in a regulated asset management environment.
ATS Keywords
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About the role
Key responsibilities & impact- Provide support services and project administration, including custody openings, annual custody updates to markets, completion of market-related documents, transfer agency account opening, day-to-day custody enquiries, and closure of markets and custody accounts resulting from changes of custody, transfers out, and wind-ups
- Maintain governance processes such as logs, procedures, and checklist reviews
- Take ownership of the process from proposal on smaller changes and provide support to other team members on larger projects
- Assist in all aspects of the post-launch product lifecycle, including project support for mergers, in-kind transfers, liquidations, and product changes
- Own custody-related market and collective account openings and closures for launches, existing funds, transfers out, and wind-ups
- Own day-to-day custody enquiries and issue resolution
- Manage smaller changes such as share-class launches and closures and general fund operational queries
- Maintain the product development and launch pipeline and other MI for reporting to the wider business
- Support reviews of product development procedures, policies, and project management documentation
- Develop leadership and project management skills to lead implementation of product initiatives or related key aspects
- Work cooperatively as a member of the Product Change team and support other team members when required
Requirements
What you’ll need- 2-4 Years experience in asset management in either a product development or operations environment
- Experience of full life cycle for fund(s) custody requirements
- A track record in and/or proven ability to deliver quality work to strict deadlines
- Excellent time management and follow through skills
- Innovative with strong self-motivation
- Previous knowledge of working in a regulated environment (desirable but not essential)
- Knowledge of Microsoft Office including Word, Excel, PowerPoint, and Outlook