- Successfully manage multiple activities in investment operations for a variety of clients.
- Respond to requests from internal or external clients for additional information as assigned
- Clearly and efficiently communicate with custodial banks, investment and fund managers, record-keepers and other external parties involved, as well as client servicing and operational teams, to ensure all activities are aligned
- Adhere to our Professional Excellence principles to ensure that work is completed accurately and to a high standard
- Demonstrate risk-management excellence and adhere to documented procedures
- Provide specialist advice to the various teams in the business
- Support the Operations (Onboarding, Trade Management, Middle Office, Investment Performance and Processing, and Third-Party Oversight) team, developing good working relationships and openly communicating on work matters.
- Consistently interact with other team members and client teams to keep them informed on progress and ensure they also carry out any required actions
- Build strong relationships internally and collaborate effectively on cross-functional teams
- Other duties as assigned including project work that may include documenting processes, creating templates,
or maintaining data.
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- Communicate issues to the team lead and client team in a timely manner with proactive follow-up as necessary
- Manage work according to deadlines
Qualifications
The Requirements
- Advanced oral and written proficiency in English is a must
- 3 to 5 years of relevant experience in a consulting, asset management or investment operations environment
- Undergraduate degree, preferably in Business or related, or equivalent work experience
- Project management skills, attention to detail and the ability to meet deadlines
- Team-player with the ability to fit seamlessly into the wider practice
- Keen attention to detail
- Strong service orientation and sense of urgency regarding client needs
- Microsoft office advanced (Outlook, Excel, Word, and PowerPoint)
- Ability to be a self-starter and work independently, but also cooperatively in a team environment
- Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice