Prime Brokerage Operations

A top global investment manager has an immediate opening within its Operations team. This role offers hands-on responsibility across prime brokerage functions, as well as managing complex onboarding events while collaborating closely with internal teams and external counter parties in a fast-paced environment.

A global, research-driven investment firm combining financial theory with practical application to deliver long-term results across alternative and traditional strategies.

• Undergraduate Degree.
• 2-5+ years of experience in a client onboarding role at a bank or investment manager.
• Superior analytical and communication skills.
• Highly organized, able to multi-task, and eager to learn.
• High attention to detail.
• Proficient in Excel/SQL.
• Mind set of continual process enhancement and automation.
• Comfortable working in a fast pace, team-based environment.

• Support and manage client onboarding lifecycle events including launches, terminations, in-kind transfers, and strategy changes
• Independently run onboarding events such as new broker or security type setups, new market openings, custody or administrator changes, and benchmark or fee changes
• Coordinate with internal teams including Operations, Portfolio Management, Trading, Legal, Technology, and Business Development, as well as external counter parties such as custodians, prime brokers, and clients
• Utilize proprietary onboarding systems and workflow tools to manage pipelines, milestones, and deliverables
• Track, reconcile, and manage team tools, shared inboxes, and onboarding documentation
• Handle internal inquiries related to onboarding events and timelines
• Complete account opening documentation and required forms for various client and product events
• Identify and implement process improvements to increase efficiency in onboarding workflows