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Holistic ownership and understanding of client accounts from a Operations perspective by coordinating client events and issues across all operations teams and business partners, and act as a single point of contact for Operations Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity.
Liaise with client's appointed counterparties (custodian, prime broker etc.) to enable connectivity, establish operational flows and respond to service requests and inquiries. Interpret and determine Operational client requirements and service standards from legal documentation and business requirements supporting all account events.
Coordinate controls and sign-offs both internally and externally.
Ensure accounting data accuracy and provide accounting policy oversight in order to create controlled environment for investment management process.
Daily cash forecasting in multi-currency portfolios to include overdraft monitoring and fund liquidity reporting Trading desk support to include ad-hoc queries as well as ongoing business initiatives Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables) as defined by operating standards and research, escalate, remediate exceptions as appropriate Provide governance and transparency for client collections by overseeing open receivables process and coordinating with Distribution Team.
Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture Apply process reengineering methodologies in executing strategies and tactical solutions Scalability analysis of workflow cost drivers and trends to help drive process improvements and efficiency, budgeting and cost allocation to various revenue producing desks Basic
Minimum of 2 years of professional experience
Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint Bachelor's degree required
Be highly collaborative, team-oriented and strong consensus builder
Demonstrate strong communication and interpersonal skills both written and oral
University degree holder Preferred Qualifications
Previous experience in Operations and/or Financial Services industry
Demonstrate ability to partner across product groups, regions and functional responsibilities.
Be a strategic thinker, possesses strong facilitation and data gathering skills
Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions