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Investment Change Manager

Posted 24 Sep 2022
Work experience
5 to 7 years
Full-time / part-time
Job function
Degree level
Required languages
English (Fluent)
Dutch (Fluent)

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Client Onboarding & Servicing (COS)

The Client Onboarding & Servicing department (‘COS’) aims to deliver efficient onboarding services and top tier servicing during the client life cycle. The COS department consists of three teams: Global Client Onboarding & Investment Changes, Client Services and the KYC Center. Our servicing model has a strong focus on :

  1. Client centricity
  2. Be in control of processes
  3. Be in compliance with all relevant client regulations and policies
  4. Translate client requirements in scalable and robust solutions by innovating and automating (using high tech for high touch moments).

Within the Global Client Onboarding & Investment Change team we are looking for an INVESTMENT SERVICE CHANGE SPECIALIST.

Your role

  • Managing the operational activities for launching new products/ fund structures, including mergers and liquidations and coordinate changes to existing products.
  • Managing the operational activities for launching new bespoke services for institutional clients, including liquidations and coordinate changes to existing products.
  • Capture and validate if service requirements fit within the existing target operating models.
  • Oversee the implementation on the back- and middle service providers side.
  • Managing Custody Network activities (market opening/ closure), broker set up requests, fund static changes)
  • Responsible for project management of the implementations within the agreed time frame and accountable for the agreed fulfillment (including third parties) of the product after completion.

Position & Requirements

Candidate profile requirements

  • 5-10 years of relevant full-time work experience.
  • Have a strong affinity and understanding of financial instruments and asset management industry
  • An entrepreneurial and creative mindset; a can-do mentality!
  • Strong analytical, problem solving and communicative skills.
  • Proven project management experience.
  • Assertive and proactive attitude towards collaboration between service providers and our internal stakeholders
  • Fluent English/ Dutch (both spoken and written).

Candidate experience

  • Experience in product launches (including mergers and closures), transitions, onboarding new of Institutional clients and custody relationships.
  • Experience with managing external service providers.

Robeco is a pure-play international asset manager founded in 1929 with headquarters in Rotterdam, The Netherlands, and 17 offices worldwide. A global leader in sustainable investing since 1995. At Robeco, we have a unique integration of sustainable as well as fundamental and quantitative research that drives investment strategies for a broad range of asset classes. Robeco has more than €200 billion assets under management as of October 2021.

Investment banking
Active in 20 countries
800 employees
70% men - 30% women
Average age is 40 years

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