Investor Services

Overview

• Join a dynamic Investor Services team managing client and account events across diverse portfolios, including Institutional Equity, Fixed Income, and Retail Funds.
• Serve as a key coordinator ensuring events are executed accurately, on time, and in collaboration with cross-functional teams.
• Engage in problem-solving, risk management, and teamwork to deliver impactful client experiences and operational excellence.
• Develop expertise in systems and applications, supporting seamless execution of account-related activities.
• Contribute to the creation, testing, and implementation of innovative systems enhancing workflows and efficiency.
• Collaborate with internal and external stakeholders to ensure smooth execution and delivery of client events.
• Work in a hybrid environment, fostering collaboration and mentorship while supporting flexible work arrangements.

Key Responsibilities & Duties

• Coordinate account events such as onboardings, terminations, asset transfers, and strategy updates across multiple products.
• Collaborate with internal teams including Client Service, Portfolio Management, and Compliance to prepare and execute account events.
• Partner with external stakeholders like clients and custodians to ensure accurate and timely delivery of client events.
• Develop and maintain strong knowledge of systems and applications to support operational tasks effectively.
• Identify and resolve issues during workflows, escalating to management when necessary to minimize risks.
• Enhance procedures by identifying areas of risk and recommending improvements to strengthen processes.
• Ensure documentation, checklists, and procedures are accurate, clear, and up-to-date for operational consistency.
• Communicate effectively with production teams to ensure seamless transitions and positive client experiences.

Job Requirements

• Bachelor’s degree in Finance, Economics, or Accounting preferred, demonstrating foundational knowledge in financial operations.
• Minimum of 5 years of experience in Asset Management Operations, showcasing expertise in managing account activities.
• Strong analytical and critical thinking skills to assess unique situations and develop effective solutions.
• Excellent organizational skills with the ability to multitask and meet deadlines in a dynamic environment.
• Collaborative approach with proven communication skills to work effectively across teams and stakeholders.
• Knowledge of workflows, downstream impacts, and system applications to ensure operational accuracy and efficiency.
• Adherence to a hybrid work model, supporting in-person collaboration and remote flexibility.
• Commitment to client service excellence, resilience, and continuous improvement in all aspects of work.