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  • Location: Stamford-Greenwich CT
  • Type: Perm
  • Job #23846

Company Overview:
A global investment management firm with over $200 billion in assets under management, known for its systematic, research-driven approach, is seeking to hire an Associate for their Onboarding team within Operations.

Job Responsibilities:

  • Independently manage and provide leverage in the management of events such as Launches, Terminations, In-Kind transfers, Strategy Changes, Broker & Security Additions, New Market Openings, Custody/Administrator Changes.
  • Become well-versed in proprietary systems and tools.
  • Manage multiple tasks in a high-paced environment.
  • Introduce ways to increase efficiency and process improvements.
  • Manage client and internal inquiries independently.
  • Complete account opening and documentation for various events.
  • Communicate and coordinate setups with external brokers and service providers.
  • Lead firmwide and client meetings.
  • Act as liaison for internal and external parties across all events.
  • Coordinate, track, and manage multi-faceted and long-standing projects.

Qualifications:

  • Undergraduate degree.
  • 3-7 years of experience in a client onboarding role at a bank or investment manager.
  • Experience in operations, preferably Hedge Fund experience.
  • Product knowledge in Equity and Derivative (OTC, FX, etc.) asset classes.
  • Proficient in Excel/SQL.

Compensation:
Salary: $90,000 – $110,000, Plus Bonus
 

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