Aditi Consulting
This range is provided by Aditi Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$43.00/hr - $44.00/hr Payrate:
$43.00 - $44.00/hr.
Responsibilities:
Client fundings for separate accounts and commingled funds Client mandate changes Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products Client and Fund liquidations and terminations In-kind contributions and withdrawals Custodian and Recordkeeper changes Contractual review including comments and approvals Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirements and solicit input as needed Adjust plan and execution, depending on external needs and internal business policies and standards Participating in our lead projects aimed at continually improving the firm’s overall business processes On our own, along with the Investment team, the process of implementing a client event from an investment perspective
Qualifications:
Minimum 10 years’ experience in the investment management field with specific focus on investment operations and investment experience Deep understanding of complex investment issues, processes and vehicles and how these relate to client events Strong desire to continuously improve industry and investment knowledge Strong project management skills Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints Ability to build and maintain professional relationships with clients, internal teams, consultant’s custodians and transition managers, and optimally interact with all levels of an organization Ability to take a leadership role in the decision-making process and bringing parties to a consensus Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives Strong analytical skills and the ability to understand client objectives and developing effective and appropriate solutions to meet those objectives Consistent track record of successfully leading client events Excellent written & verbal communications and presentation skills Great teammate with a positive attitude Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred
Pay Transparency:
The typical base pay for this role across the U.S. is:
$43.00 - $44.00/hr.
Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience and the benefits package you select. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, 10 paid days off, 401(k) plan participation, commuter benefits and life and disability insurance.
For information about our collection, use, and disclosure of applicant's personal information as well as applicants' rights over their personal information, please see our Privacy Policy (https://www.aditiconsulting.com/privacy policy).
Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human based decision making in employment decisions. By applying for this position, you agree to Aditi’s use of AI technology, including calls from an AI Voice Recruiter.
#AditiConsulting
Seniority level
Seniority level Entry level Employment type
Employment type Contract Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Aditi Consulting by 2x Get notified about new Client Associate jobs in
Boston, MA . Regional Account Manager Foodservice, East
Entry Level Account Manager - Boston, MA
New York City Metropolitan Area 3 days ago Operations Associate (Part-Time) - The Street Chestnut Hill
Operations Associate (Part-Time) - Seaport
Operations Associate (Part-Time) - Newbury St
Boston, MA $100,000.00-$130,000.00 1 month ago Private Wealth Management Registered Client Service Associate
Boston, MA $65,000.00-$77,000.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
$43.00/hr - $44.00/hr Payrate:
$43.00 - $44.00/hr.
Responsibilities:
Client fundings for separate accounts and commingled funds Client mandate changes Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products Client and Fund liquidations and terminations In-kind contributions and withdrawals Custodian and Recordkeeper changes Contractual review including comments and approvals Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirements and solicit input as needed Adjust plan and execution, depending on external needs and internal business policies and standards Participating in our lead projects aimed at continually improving the firm’s overall business processes On our own, along with the Investment team, the process of implementing a client event from an investment perspective
Qualifications:
Minimum 10 years’ experience in the investment management field with specific focus on investment operations and investment experience Deep understanding of complex investment issues, processes and vehicles and how these relate to client events Strong desire to continuously improve industry and investment knowledge Strong project management skills Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints Ability to build and maintain professional relationships with clients, internal teams, consultant’s custodians and transition managers, and optimally interact with all levels of an organization Ability to take a leadership role in the decision-making process and bringing parties to a consensus Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives Strong analytical skills and the ability to understand client objectives and developing effective and appropriate solutions to meet those objectives Consistent track record of successfully leading client events Excellent written & verbal communications and presentation skills Great teammate with a positive attitude Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred
Pay Transparency:
The typical base pay for this role across the U.S. is:
$43.00 - $44.00/hr.
Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience and the benefits package you select. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, 10 paid days off, 401(k) plan participation, commuter benefits and life and disability insurance.
For information about our collection, use, and disclosure of applicant's personal information as well as applicants' rights over their personal information, please see our Privacy Policy (https://www.aditiconsulting.com/privacy policy).
Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human based decision making in employment decisions. By applying for this position, you agree to Aditi’s use of AI technology, including calls from an AI Voice Recruiter.
#AditiConsulting
Seniority level
Seniority level Entry level Employment type
Employment type Contract Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Aditi Consulting by 2x Get notified about new Client Associate jobs in
Boston, MA . Regional Account Manager Foodservice, East
Entry Level Account Manager - Boston, MA
New York City Metropolitan Area 3 days ago Operations Associate (Part-Time) - The Street Chestnut Hill
Operations Associate (Part-Time) - Seaport
Operations Associate (Part-Time) - Newbury St
Boston, MA $100,000.00-$130,000.00 1 month ago Private Wealth Management Registered Client Service Associate
Boston, MA $65,000.00-$77,000.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr