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Asset Management - US Client Onboarding Management
mid · Asset Management
As a Client Onboarding Management associate, you will partner with key cross-functional stakeholders to lead the implementation of key deliverables to support the on-boarding of investment solutions for Institutional clients or within Fund/ETF vehicles (non-US domiciled) on the US platform. The role requires interaction across internal global partners (ie. product teams, operations, client service) as well as external client service providers (ie. Custodians, record keepers). In addition to on-boardings, the role will be responsible for leading the implementation of client/fund lifecycle changes (ie. liquidations, investment strategy changes, etc.) impacting the existing account set up or operating model.
Job Responsibilities
- Lead and influence cross-functional teams across Institutional Client Service, Product teams, Operations, Product Development, Global Trade Agreements Group, Legal, Compliance, Risk, and Controls to drive the design and implementation of investment solutions for new business opportunities and complex change events impacting existing operating models
- Implement against established project plans, on-boarding checklists, and account set up requirements to ensure timely execution of key deliverables
- Issue resolution – undertake effective issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate
- Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk
- Liaise with external parties, as appropriate, for successful delivery of the initiative. Key contact points may include client-appointed consultants, custodians, transfer agents, record keepers, outsourced service providers, and transition managers/asset managers
- Ensure effective and timely communication of initiative status, particularly with client-facing stakeholders to keep them abreast of key developments
- Lead New Business Initiative Approval (NBIA) initiatives and obtain required Committee sign-offs to ensure new operating models can be effectively support by the business in a controlled and scalable manner
Preferred Qualifications:
- 3+ years financial services (preferably Asset Management) experience in analyzing and delivering against complex business strategies
- Prior experience in Client Service, Operations, or Business Management a plus
- Strong product knowledge and understanding of vehicle types including separate accounts, mutual funds, ETFs, and commingled pension trust funds
- Knowledge of complex instruments including derivatives and alternatives a plus
- Understanding of Institutional operating platforms including experience interfacing with Client service providers such as custodians, transfer agents, and record keepers a plus
- Solid critical thinking, analytical, and quantitative skills
- Strong interpersonal and communication skills
- Disciplined project management, organization, and execution skills
- Highly collaborative - history of delivering results through organizational partnership with cross-functional teams
- Demonstrated proficiency in MS Office (Excel, PowerPoint, Word)