Managed Fixed Income (MFI) Trade and Advisory Services Support - AVP / VP

Overview

The role of Managed Fixed Income (MFI) Trade and Advisory Services Support handles all operational aspects of the MFI business’ trading activity and FA and client support. This includes direct follow up with the Portfolio Managers to review trading activity, the impact and consequences. Additionally, this role focuses on the end-to-end processes from client onboarding to maintenance activities to consolidated reporting for the broader Advisory business.

This role requires a high degree of organization, planning and prioritization, hands-on problem solving and excellent communication skills to address day to day issues and friction points. Additionally, this role will contribute to and assume a leadership role as part of various strategic initiatives.

Primary Areas of Responsibility

• Execute new client onboarding including documentation and any unique client requests
• Educate and coordinate CSAs on MFI as well as Advisory requirements and review client onboarding documentation for accuracy
• Update MFI client documentation and post to SharePoint
• Perform Quality Control of Marketing decks assisting Marketing
• Provide high quality Support on ad-hoc requests from FA teams & MFI Team
• Coordinate onboarding and be the focal point for all questions/issues from Custodians
• Ensure timely Legal review and approval of trading documentation from all counterparties
• Identify and resolve daily feed or reconciliation issues in Clearwater and InvestorTools
• Monitor the MFI group email and ensure items are responded to and closed out in a timely manner
• Review and check all trading activities from prior day(s). Communicate with the Portfolio Managers to confirm any open follow up and next steps
• Provide high quality daily support of trade entry and settlements recognizing time sensitivity
• Communicate daily with any open issues, updates and statuses to the Portfolio Management team
• Implement Key Process Controls (KPCs) that ensure key/manual process steps are being completed as intended
• Provide key contributions and thought leadership to various strategic initiatives focusing on efficiency and risk mitigation

Success Measures

• Contribution to the effectiveness of the Advisory Operations team
• Contribution and support of targeted solutions to increase efficiency
• Feedback from peers and partners on effecting timely resolution of pressing issues
• Feedback from FAs specific to Advisory business efficiency and client experience

Experience

• Minimum 6+ years financial industry experience with 2+ years’ experience in Fixed Income Operations preferred
• Ability to work in a fast-paced, demanding environment requiring high capacity
• Excellent problem-solving skills with a demonstrated ability to collaborate with others in identifying possible solutions
• Experience managing large data sets to determine trends
• Series 7 & 66 required

Primary Location: Full Time Salary Range of $140,000 - $175,000.

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