The primary purpose of the Tahoe Migration Execution team is to ensure that existing clients are successfully migrated to the recent FPSL model within agreed timescales. The team ensures that migrations meet Fidelity quality, efficiency, and product definitions.
Purpose of your role
The successful candidate will be responsible for covering all aspects of transitioning existing schemes to the new FPSL model, consulting with the Project Manager and Team Leader on issues requiring additional attention or decision-making and for coordinating and executing all migration related activity to transition members to the FPSL model to an agreed timeline.
They will identify any operational issues as they arise and make recommendations to the Project Manager for any required changes.
They will also be pro-active in determining any other needs or concerns of the client and Operations department and act on them accordingly.
Your key accountabilities
- Complete money movement on member accounts.
- Reconcile member positions post transition.
- Manage timing of events and ensure all tasks are covered in a risk-controlled manner.
- Communicate with Project Managers and other work streams to ensure team core tasks are captured and executed in time.
- Develop, monitor, and update a project plan/task list throughout the Transition and corporate action process.
- Consult with Project Manager or appropriate parties on issues requiring additional attention or decision-making.
- Managing change initiatives and reviews within the team, gaining buy-in from key stakeholders and developing and managing practical strategies to achieve the best outcome
- Provide quality control function to other members of the team.
- Where required
📌 FTC - Tahoe Migration Execution Team Professional (Bengaluru)
🏢 FIL India Business and Research Services Private
📍 Bengaluru
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