Description

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

Education

Bachelor's degree