Oferta pracy

Allfunds  Oddział w Polsce

Junior Specialist in Client Onboarding & Connectivity Team

Allfunds Oddział w PolsceO firmie

  • Warszawa, mazowieckie

  • Ważna jeszcze 22 dni
    do: 11 lis 2020
  • Pełny etat
  • Młodszy specjalista (Junior)
Please note that due to the COVID-19 outbreak as a company we are operating in a remote mode (including recruitment interviews).
 
About us
Founded over 20 years ago, Allfunds has evolved into one of the world’s leading wealthtech and fund distribution companies with a service offering which includes data & analytics, trading & execution services, portfolio & reporting tools, research and regulatory solutions. Allfunds also offers an innovative suite of value-added digital products and services in the wealthtech market. Today Allfunds has over €620 billion assets under administration with +12 offices in four continents and client agreements in +50 countries.
 
Our mission
To transform the wealthtech world. We want to create value for our clients providing the necessary tools to help investors gain the freedom to choose from the world’s best investment managers. We support this mission by linking fund houses and distributors of mutual funds at the operational and technological level, providing them with a range of operational, analytical and information services to ensure transactions are always executed efficiently and effectively.

 

Join our team and grow in a diverse and technology driven environment with one of the leading companies in the wealthtech world.

Junior Specialist in Client Onboarding & Connectivity Team

Miejsce pracy: Warszawa
Presently, we are seeking a passionate Junior Specialist in Client Onboarding & Connectivity Team to join our recently launched office in Poland (Warsaw). If you want to contribute to the growth of a highly innovative organisation driven by efficiency and constant progress, don’t hesitate to apply. It’ll be great to have you on board.
 
Sounds interesting? Please take a closer look…
 
Client Onboarding & Connectivity Team is responsible for different projects in Trading and Execution Department. We can distinguish two main activities within the team: implementation of new Clients to our platforms and setup automatic connection between our company and the market.
 

Be the part of the team where you will:

  • Participate in Client migration in/out projects:
    • Client's portfolio analysis
    • Project costs estimation
    • Migration plan preparation
    • Preparation of internal system (setup of funds and Client's details)
    • Open register accounts on behalf of Client
    • Transfer positions from Client's old custodian to our books
  • Be responsible for Connectivity process, including scope analysis, connectivity tests and changes implementation in appropriate applications.
  • Be responsible for ensuring the correctness of data in internal systems
  • Work on various banking systems
  • Develop a close working and structured relationships with other teams to mitigate any underlying risk
  • Ensure a structured regular communication and monitoring of client event projects are delivered

The skills and knowledge you will need:

  • University degree
  • Very good English
  • Experience in financial industry will be an asset
  • MS Office knowledge
  • Strong attention to details and willingness to take ownership
  • Excellent communication skills and team player attitude

You may expect:

  • A competitive pay (together with annual bonus) and an attractive benefits package including medical care, sport card, life insurance, pension plan & lunch card
  • Possibility to participate in building the new branch in Poland
  • On-going development opportunities in a multinational environment that will inspire you to grow professionally and personally
  • Modern office in a convenient location
 
What you will find when working at Allfunds:
 
We believe in:
 
All for Excellence All of our experience and expertise, along with the passion we put in everything we do. So, our clients, employees and partners can count on us for the best services.
 
All for Accountability We always looking to make a difference through our transparent and responsible attitude towards people and society.
 
All for Empowerment We work to continuously enhance our tools and services to make them accessible to our clients.
 
All for Inspiration People are our driving force and helping them to reach their goals is our biggest motivator. That is why we aim to adapt to their needs and wants, to accompany them on their journey and inspire them to reach their dreams.
 
If you believe you match these values, we look forward to meeting you!
Please attach the below clause to your application:
 
I hereby give consent for my personal data included in my application to be processed for the purposes of the recruitment process under the Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (General Data Protection Regulation) introduced into the Polish law with Data Protection Act of 10 May 2018 (Dz. U. 2018 poz.1000 as amended). I acknowledge that I have the right at any time to view, to amend or correct and to request to erase my personal data.
Please note that due to the COVID-19 outbreak as a company we are operating in a remote mode (including recruitment interviews).
 
About us
Founded over 20 years ago, Allfunds has evolved into one of the world’s leading wealthtech and fund distribution companies with a service offering which includes data & analytics, trading & execution services, portfolio & reporting tools, research and regulatory solutions. Allfunds also offers an innovative suite of value-added digital products and services in the wealthtech market. Today Allfunds has over €620 billion assets under administration with +12 offices in four continents and client agreements in +50 countries.
 
Our mission
To transform the wealthtech world. We want to create value for our clients providing the necessary tools to help investors gain the freedom to choose from the world’s best investment managers. We support this mission by linking fund houses and distributors of mutual funds at the operational and technological level, providing them with a range of operational, analytical and information services to ensure transactions are always executed efficiently and effectively.

 

Join our team and grow in a diverse and technology driven environment with one of the leading companies in the wealthtech world.

Junior Specialist in Client Onboarding & Connectivity Team
Presently, we are seeking a passionate Junior Specialist in Client Onboarding & Connectivity Team to join our recently launched office in Poland (Warsaw). If you want to contribute to the growth of a highly innovative organisation driven by efficiency and constant progress, don’t hesitate to apply. It’ll be great to have you on board.
 
Sounds interesting? Please take a closer look…
 
Client Onboarding & Connectivity Team is responsible for different projects in Trading and Execution Department. We can distinguish two main activities within the team: implementation of new Clients to our platforms and setup automatic connection between our company and the market.
 

Be the part of the team where you will:

  • Participate in Client migration in/out projects:
    • Client's portfolio analysis
    • Project costs estimation
    • Migration plan preparation
    • Preparation of internal system (setup of funds and Client's details)
    • Open register accounts on behalf of Client
    • Transfer positions from Client's old custodian to our books
  • Be responsible for Connectivity process, including scope analysis, connectivity tests and changes implementation in appropriate applications.
  • Be responsible for ensuring the correctness of data in internal systems
  • Work on various banking systems
  • Develop a close working and structured relationships with other teams to mitigate any underlying risk
  • Ensure a structured regular communication and monitoring of client event projects are delivered

The skills and knowledge you will need:

  • University degree
  • Very good English
  • Experience in financial industry will be an asset
  • MS Office knowledge
  • Strong attention to details and willingness to take ownership
  • Excellent communication skills and team player attitude

You may expect:

  • A competitive pay (together with annual bonus) and an attractive benefits package including medical care, sport card, life insurance, pension plan & lunch card
  • Possibility to participate in building the new branch in Poland
  • On-going development opportunities in a multinational environment that will inspire you to grow professionally and personally
  • Modern office in a convenient location
 
What you will find when working at Allfunds:
 
We believe in:
 
All for Excellence All of our experience and expertise, along with the passion we put in everything we do. So, our clients, employees and partners can count on us for the best services.
 
All for Accountability We always looking to make a difference through our transparent and responsible attitude towards people and society.
 
All for Empowerment We work to continuously enhance our tools and services to make them accessible to our clients.
 
All for Inspiration People are our driving force and helping them to reach their goals is our biggest motivator. That is why we aim to adapt to their needs and wants, to accompany them on their journey and inspire them to reach their dreams.
 
If you believe you match these values, we look forward to meeting you!
Please attach the below clause to your application:
 
I hereby give consent for my personal data included in my application to be processed for the purposes of the recruitment process under the Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (General Data Protection Regulation) introduced into the Polish law with Data Protection Act of 10 May 2018 (Dz. U. 2018 poz.1000 as amended). I acknowledge that I have the right at any time to view, to amend or correct and to request to erase my personal data.

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