Landing Point
Company Overview:
A global investment management firm with over $200 billion in assets under management, known for its systematic, research-driven approach, is seeking to hire an Associate for their Onboarding team within Operations. Company Overview:
A global investment management firm with over $200 billion in assets under management, known for its systematic, research-driven approach, is seeking to hire an Associate for their Onboarding team within Operations.
Job Responsibilities:
Independently manage and provide leverage in the management of events such as Launches, Terminations, In-Kind transfers, Strategy Changes, Broker & Security Additions, New Market Openings, Custody/Administrator Changes. Become well-versed in proprietary systems and tools. Manage multiple tasks in a high-paced environment. Introduce ways to increase efficiency and process improvements. Manage client and internal inquiries independently. Complete account opening and documentation for various events. Communicate and coordinate setups with external brokers and service providers. Lead firmwide and client meetings. Act as liaison for internal and external parties across all events. Coordinate, track, and manage multi-faceted and long-standing projects.
Qualifications:
Undergraduate degree. 3-7 years of experience in a client onboarding role at a bank or investment manager. Experience in operations, preferably Hedge Fund experience. Product knowledge in Equity and Derivative (OTC, FX, etc.) asset classes. Proficient in Excel/SQL.
Compensation:
Salary:
$90,000 $110,000, Plus Bonus
The post Client Onboarding Associate appeared first on Landing Point.
Seniority level
Seniority level
Associate Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Industries
Staffing and Recruiting Referrals increase your chances of interviewing at Landing Point by 2x Sign in to set job alerts for Client Associate roles.
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A global investment management firm with over $200 billion in assets under management, known for its systematic, research-driven approach, is seeking to hire an Associate for their Onboarding team within Operations. Company Overview:
A global investment management firm with over $200 billion in assets under management, known for its systematic, research-driven approach, is seeking to hire an Associate for their Onboarding team within Operations.
Job Responsibilities:
Independently manage and provide leverage in the management of events such as Launches, Terminations, In-Kind transfers, Strategy Changes, Broker & Security Additions, New Market Openings, Custody/Administrator Changes. Become well-versed in proprietary systems and tools. Manage multiple tasks in a high-paced environment. Introduce ways to increase efficiency and process improvements. Manage client and internal inquiries independently. Complete account opening and documentation for various events. Communicate and coordinate setups with external brokers and service providers. Lead firmwide and client meetings. Act as liaison for internal and external parties across all events. Coordinate, track, and manage multi-faceted and long-standing projects.
Qualifications:
Undergraduate degree. 3-7 years of experience in a client onboarding role at a bank or investment manager. Experience in operations, preferably Hedge Fund experience. Product knowledge in Equity and Derivative (OTC, FX, etc.) asset classes. Proficient in Excel/SQL.
Compensation:
Salary:
$90,000 $110,000, Plus Bonus
The post Client Onboarding Associate appeared first on Landing Point.
Seniority level
Seniority level
Associate Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Industries
Staffing and Recruiting Referrals increase your chances of interviewing at Landing Point by 2x Sign in to set job alerts for Client Associate roles.
White Plains, NY $58,000.00-$72,000.00 2 weeks ago Greenwich, CT $90,000.00-$130,000.00 13 hours ago Purchase, NY $35,000.00-$85,000.00 2 weeks ago Operations Associate (Part-Time) - Westport
Stamford, CT $74,000.00-$80,000.00 6 days ago Operations Associate (Part-Time) - Westchester
White Plains, NY $17.00-$19.00 2 weeks ago Rye Brook, NY $65,000.00-$75,000.00 1 week ago Greenwich, CT $90,000.00-$110,000.00 3 weeks ago Pleasantville, NY $75,000.00-$85,000.00 2 weeks ago Administrative Assistant (at Prudential Advisors)
Stamford, CT $95,000.00-$110,000.00 2 weeks ago Greenwich, CT $85,000.00-$105,000.00 2 weeks ago White Plains, NY $150,000.00-$185,000.00 3 days ago Administrative Specialist 1 Confidential (Ombudsman's Office)
Hackensack, NJ $47,400.76-$74,716.17 1 week ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr