Summary
A top global investment manager has an immediate opening within its Operations team. This role offers hands-on responsibility across prime brokerage functions, as well as managing complex onboarding events while collaborating closely with internal teams and external counterparties in a fast-paced environment.
Company Information:
A global, research-driven investment firm combining financial theory with practical application to deliver long-term results across alternative and traditional strategies.
Job Description:
- Undergraduate Degree.
- 2-5+ years of experience in a client onboarding role at a bank or investment manager.
- Superior analytical and communication skills.
- Highly organized, able to multi-task, and eager to learn.
- High attention to detail.
- Proficient in Excel/SQL.
- Mind set of continual process enhancement and automation.
- Comfortable working in a fast pace, team-based environment.
Requirements / Qualifications:
- 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
