Asset & Wealth Management Operations - Client Services - New York - Analyst
About The Position
You will effectively contribute towards the Asset & Wealth Management division product expansion initiatives by project managing fund launch and other fund change events for US domiciled funds. You will work closely and develop strong working relationships with the Portfolio Management, Product Development, Operations, external vendors and various Federation teams to agree product design expectations, fund features and establishing support models. You will develop a strong understanding of our Asset Management Business, and the investment products on offer. Your responsibilities for project managing and executing fund change events such as fund launches, terminations and other fund restructure events will focus on our US business and will include, for example: Setting expectations for launch timelines and bringing together all internal and external working group stakeholders Managing the fund event workflow utilising in-house workflow tools Engaging in discussions to tackle ad hoc challenges to effectively meet design, portfolio manager and client needs Facilitating internal systems and external system setups Drafting and agreeing investment trade flows making sure all Operational systems are ready for trading Obtaining internal and external fund and share class identifiers You will ensure smooth running and effective risk management of new funds post launch by ensuring: Commercial operation and viability of the funds launched or restructured Up-to-date and accurate fund data maintenance Accurate and timely data flow within internal systems and external partners (Fund Administrators, Custodians, Exchanges) You will assist in ad hoc projects including technology initiatives to uplift our infrastructure, driving workflow scalability, improving controls and reducing time to market. You will make a good impression by: Being proactive Being curious Effectively managing risk Building personal relationships
Requirements
- Bachelor’s degree or equivalent, with relevant industry experience
- 1-3 years of relevant experience in Asset Management and exposure to facilitating fund events
- Must work well in a team but also exhibit strong leadership capabilities to help drive solutions to complex issues
- Ability to make informed autonomous decisions whilst delivering multiple projects to tight deadlines
- Attention to detail with the ability to see the bigger picture and manage competing priorities
- Ability to develop strong relationships with key stakeholders and delegates across the organization
- Strong organizational, business writing, communication and time management skills
- Desire to continually learn and ability to manage multiple priorities
Nice To Haves
- ETF experience preferred, though not required .
Responsibilities
- Project managing fund launch and other fund change events for US domiciled funds
- Work closely and develop strong working relationships with the Portfolio Management, Product Development, Operations, external vendors and various Federation teams to agree product design expectations, fund features and establishing support models
- Develop a strong understanding of our Asset Management Business, and the investment products on offer
- Setting expectations for launch timelines and bringing together all internal and external working group stakeholders
- Managing the fund event workflow utilising in-house workflow tools
- Engaging in discussions to tackle ad hoc challenges to effectively meet design, portfolio manager and client needs
- Facilitating internal systems and external system setups
- Drafting and agreeing investment trade flows making sure all Operational systems are ready for trading
- Obtaining internal and external fund and share class identifiers
- Ensuring smooth running and effective risk management of new funds post launch
- Assist in ad hoc projects including technology initiatives to uplift our infrastructure, driving workflow scalability, improving controls and reducing time to market
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
