Overview of project/skills required:
The candidate will be responsible for a broad array of initiatives, including the following:
- Coordinate, organize and lead implementation of investments into system and external investment managers on behalf of current clients
- Develop an understanding of a multi-asset class investment process, gaining experience in strategic asset allocation, as well as exposure to manager selection views
- Understand structure of asset pool and work with internal partners on account set-up
- Validate and capture of all trading documentation, liquidity provisions and portfolio parameters in order to design large scale trade plans
- Collaborate with internal business groups, internal operations teams, external managers, custodian banks, and clients to facilitate new investments into system and external investment managers
- Work with Portfolio Managers and internal teams to coordinate new client onboarding
- Manage strategic projects in effort to streamline the investment implementation process and gain efficiency
- Ensure compliance with established procedures; document new processes and procedures
Other required skills/experience:
- Bachelor's degree required 2-5 years of professional experience, working within a Project Management, Middle Office or Product Control function preferred
- Strong project management skills including ability to organize and track multiple projects in parallel, delivery on tight timelines, and a hands-on approach to resolving issues
- Must be able to handle multiple, complex tasks, prioritize effectively and be flexible as needs change
- Excellent communication skills (including written, verbal, and presentation)
- Highly organized, with attention-to-detail and excellent follow-through
- Ability to work well in a fast-paced team environment and demonstrate a high level of self-motivation
- Ability to manage concurrent assignments in an effective and efficient manner