CPI Project Manager

Janus Henderson Investors•Denver, CO

1d•$95,000 - $105,000•Hybrid

About The Position

A career at Janus Henderson is more than a job, it’s about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust. If our mission, values, and purpose align with your own, we would love to hear from you!

Requirements

Bachelor’s Degree in Accounting/Finance and/or equivalent relevant industry experience
Five plus years mutual fund/financial services operational experience required
Operational knowledge of requirements and the process for onboarding, offboarding and making changes for investment management clients across business segments
Solid understanding of Investment Operations. Middle Office experience is preferred
Experience reviewing Investment Management Agreements (IMA) or similar agreements
Ability to simultaneously partner and collaborate with a variety of business partners – Sales, Investment Team, Client Relationship Managers, Legal, Compliance, etc.
Familiarity with various account structures and legal documentation required to establish new accounts
Extensive knowledge of investment strategies and markets (fixed income, alternatives, asset allocation, currency hedging, etc.). Additionally, have knowledge of various security types (derivatives, forwards, etc.), operational components and agreements necessary to trade in such instruments
Detailed understanding of the trading process and the impact of account events that affect that process (e.g. TIK, etc.)
The ability to learn concepts and principles and apply them critically across a wide variety of scenarios in a fast-paced environment
Ability to resolve complex problems positively and professionally

Nice To Haves

Excellent interpersonal, decision making and analytical abilities
Ability to balance multiple large scale projects with various inputs and changing requirements
Strong oral and written communication skills, including experience crafting and delivering presentations to senior management and larger audiences
Ability to work independently as well as in a team environment

Responsibilities

Partner with the Product team on new products/lines of business. Ensure understanding of operational requirements in order to facilitate setup with internal/external partners
Facilitate various product launches - ETFs, ’40 Act mutual funds, commingled pools, CIT (Collective Investment Trust), SMA (separately managed accounts),etc.
Facilitate subsequent changes (mergers, restructures, etc.) or closures of such products
Collaborate with our Institutional Sales and Client Relations teams and engage directly with Institutional Clients to provide a best in class client experience throughout the onboarding process
Project manage complex client transactions, including new account onboarding, in-kind transfers, closures and alterations to existing client mandates across the client lifecycle. Specific project management duties include detailed planning, status tracking, monitoring and reporting, stakeholder communication, chairing meetings, resolving issues, etc.
Build relationships internally to successfully understand and have a view into sales pipelines as well as understand partner business processes and how they impact onboarding
Develop the strategy for managing timelines for concurrent projects with multiple deliverables with the business sponsor, client, and other internal/external partners
Manage and coordinate various project work streams with partners from across the organization (Legal, Compliance, Investment Team, Sales and Client Relations, etc.) and be ultimately responsible for the successful delivery of sophisticated account onboardings and client changes
Lead external parties (outsourced service providers, custodians, transition managers, etc.) through management of various client account events. Ensure events are processed successfully within agreed upon timelines
Serve as main point of contact within the organization for global system used internally to facilitate client account onboarding and subsequent events as well as product launches
Work with external vendors to outline product structures, establish costs and facilitate product launches
Facilitate selection and ongoing due diligence of vendors for private fund suite
Ensure a strong control environment exists around department processes
Build and maintain department procedures and documentation
Carry out other duties as assigned

Benefits

Hybrid working and reasonable accommodations
Generous Holiday policies
Paid volunteer time to step away from your desk and into the community
Support to grow through professional development courses, tuition/qualification reimbursement and more
All-inclusive approach to Diversity, Equity and Inclusion
Maternal/paternal leave benefits and family services
Complimentary subscription to Headspace – the mindfulness app
Discounted membership to ClassPass and other health and well-being benefits
Unique employee events and programs including a 14er challenge
Complimentary beverages, snacks and all employee Happy Hours
Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
competitive compensation
pension/retirement plans
various health, wellbeing and lifestyle benefits