Investigate and answer non-investment decisions related client and investment team inquiries
Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions
Efficiently lead the onboarding of new clients by proactively managing internal and external data and regulatory information requests and keeping a client centric focus
Engage with client contact(s), investment teams, and other internal business areas to ensure effective communication regarding the implementation of investment decisions
Enter approved transactions into internal trade order system, ensuring prompt and accurate processing by internal groups, and generally overseeing full transaction lifecycle
Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
BS/BA with 3+ years of experience in the financial services industry. Experience in portfolio-related operations valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.
Exceptional problem solving, analytical, and organizational skills
Demonstrated skill in project management and prioritization
Familiarity with Anti-Money Laundering/Know Your Customer Regulations as well as Due Diligence requirements
Understanding of currency and derivative overlay implementation and monitoring
Experience with Bloomberg and FactSet is a plus.