Summary
A globally recognized investment firm is seeking a Client Operations professional to join its Operations team. This is an exciting opportunity to play a key role in managing complex onboarding events while working closely with cross-functional teams in a fast-paced, collaborative environment.
Company Information:
A leading global investment management firm known for its rigorous, research-driven approach and long-standing innovation across alternative and traditional investment strategies.
Job Description:
- Support and manage client onboarding lifecycle events including launches, terminations, in-kind transfers, and strategy changes
- Independently run onboarding events such as new broker or security type setups, new market openings, custody or administrator changes, and benchmark or fee changes
- Coordinate with internal teams including Operations, Portfolio Management, Trading, Legal, Technology, and Business Development, as well as external counterparties such as custodians, prime brokers, and clients
- Utilize proprietary onboarding systems and workflow tools to manage pipelines, milestones, and deliverables
- Track, reconcile, and manage team tools, shared inboxes, and onboarding documentation
- Handle internal inquiries related to onboarding events and timelines
- Complete account opening documentation and required forms for various client and product events
- Identify and implement process improvements to increase efficiency in onboarding workflows
Requirements / Qualifications:
- Undergraduate degree
- 2+ years of experience in a client onboarding role at a bank or investment manager
- Strong analytical, communication, and organizational skills
- Ability to manage multiple tasks in a fast-paced environment
- High attention to detail and strong follow-through
- Proficiency in Excel and SQL
- Demonstrated mindset focused on process improvement and automation
- Comfortable working collaboratively in a team-based environment
