Our client is a SEC Registered Investment Advisor focused on building global, multi-asset class investment portfolios for individuals, families, and non-profit institutions.
They are seeking an Operations Associate to support the Firm's Client Advisory, Operations and Investor Relations groups.
Responsibilities:
• Coordinate with internal groups to complete client onboarding, counterparty applications and various forms
• Obtain all necessary approvals and ensuring all client documentation is returned, completed and approved
• Validate client documentation for consistency and completeness
• Preparing private investment subscription documents and redemption requests on behalf of clients
• Facilitate collection of KYC/AML documentation and review current client files for completeness
• Liaise with fund administrators and counterparties on client AML and KYC requests as needed
• Maintain employee training materials and standards, as well as deliver training to new hires
• Ability to proactively contribute towards continued improvements in control and operational efficiency
• Effectively utilize systems, both internal and external, to perform job functions and maintain accurate records
• Maintain existing firm and regulatory policies and procedures. Identify, recommend, and implement new policies and procedures as they become warranted.
• Assist with special projects as needed
Qualifications:
• Minimum of one year experience within operations and/ or client onboarding
• Must possess excellent computer skills and be proficient using Microsoft applications including Excel, Word, PowerPoint, and Outlook
• Excellent verbal and written communication skills
• Dedicated work ethic and strong organizational skills
• Willingness to work extended hours to meet project deadlines
• Desire to work in a collaborative team-based culture
• An ownership mentality with a desire to continually develop and learn
• Ability to adapt to changing environments through continuous learning
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