Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.
We are currently seeking an experienced professional to join our team in the role of Transitions Manager

In this role, you will:

• Project Management: Planning and executing all operational aspects of client transition events, such as new account fundings, terminations, and portfolio restructures.
• Coordination & Communication: Acting as the central liaison between clients, global relationship teams, investment teams, trading desks, custodians, and third-party administrators to ensure a consistent service model.
• Asset Transfer & Reconciliation: Coordinating the execution of cash and in-kind (securities) asset transfers, monitoring electronic transfers, and reconciling trade execution files with external transition managers and custodians.
• Risk Management & Compliance: Emphasizing operational risk management and maintaining a strong control environment. This involves adhering to all regulatory requirements (e.g., CASS rules in the UK), updating procedures, and escalating issues promptly.
• Issue Resolution: Investigating and resolving queries and issues that arise during the transfer process to ensure client satisfaction and prevent "performance holidays" (periods where assets are not invested).
• Process Improvement: Proactively identifying and implementing process enhancements and leveraging technology to improve operational efficiency and the overall client experience

To be successful you will:

• Experience: Proven experience in investment operations, settlements, fund accounting, or financial services operations.
• Technical Knowledge: Broad understanding of investment processes, custody functions, different asset classes (equities, fixed income, derivatives), and relevant regulations.
• Analytical Abilities: Strong numerical and analytical skills, with the capacity to synthesize complex information and manage large data sets.
• Communication: Excellent interpersonal skills for building strong relationships with both internal and external stakeholders and effectively communicating complex information to clients.
• Organizational Skills: Exceptional project planning, time management, and execution skills, with the ability to prioritize effectively under time constraints.

• Knowledge of the corporate actions lifecycle
• Experience with international payment procedures
• Awareness of Vault and Unit Trust operations
• Understanding of financial securities and their mechanisms
• Experience in client-facing roles and operational areas within a global custodian.

hsbc.com/carees

You’ll achieve more at HSBC

HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.”

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

***Issued By HSBC Electronic Data Processing (India) Private LTD***