Investment Operations Associate/ Management Onboarding

Join Our Dynamic Team and Elevate Your Career!

Are you ready to take your career to the next level? Apply for our exciting role and enjoy a range of benefits that will help you grow both professionally and personally:

• Cross-Functional Collaboration: Work with colleagues from all levels and different teams within the organization, fostering a collaborative environment and learning from diverse perspectives.
• Global Exposure: Gain international experience by coordinating investment documentation for institutional pension client portfolios in the US and Canada, and understand different market dynamics.
• Impactful Work: Take on significant responsibilities such as reviewing and executing formal agreements, directly impacting the investment activities of institutional pension clients.
• Project Management: Utilize your strong project management skills to organize, plan, and execute projects efficiently.
• Communication Skills: Effectively communicate with fund managers, custodians, and other external parties, as well as internal teams.
• Legal and Financial Expertise: Dive into the financial contracts and legal terminology, perfect for those with a keen interest in the legal and financial aspects of investment operations.
• Autonomy and Teamwork: Enjoy the balance of working independently as a self-starter while also being a team player who fits seamlessly into the wider practice.

This position will be responsible to perform legal reviews and manages the signatures (executions) of the necessary documentation for the implementation or on-boarding of Investment Managers (these are investment management companies [funds and other assets authorized to be used for pensions under ERISA]) that will be part of our investment portfolios in one way or another for our clients in the USA and CAN.

The Investment Operations Associate   will coordinate legal and investment review activities to assist the Implementation Team with its portfolio activities.

As a member of the Management Onboarding Team (within the larger Operations Team), you will initiate efficient processes for reviewing and implementing agreements on behalf of our institutional pension clients. The role requires the ability to collaborate on cross-functional teams with colleagues from all levels, while effectively communicating opinions and ideas in a succinct and coherent manner.

The Role

• Incorporate key details in the preparation of agreements, and related documentation pertaining to investing the assets of retirement plans with investment managers.
• Review client documents (including plan documents, trust agreements, investment policies) as it relates to the AML (anti-money laundering)/KYC (know your customer) process.
• Effectively communicate with fund managers, custodians, and other external parties involved to ensure all agree on a trade timeline.
• Learn about the wider investment consulting business by gaining exposure to numerous facets of the industry and have opportunities to work with multiple different teams within the organization.
• Develop collaborative relationships and openly communicate on work matters with internal teams.
• Effectively interact with internal teams to keep them informed on progress and ensure they carry out any required actions.

The Requirements

• At least five years in an investment operations environment 
• Undergraduate degree
• Project management skills, attention to detail and the ability to meet deadlines are critical
• Ability to be a self-starter and work independently, but also cooperatively in a team environment 
• Advanced oral and written communication skills in English is a must
• Understanding of financial contracts and legal terminology
• Understanding of investment fund structure
• Team-player with the ability to fit seamlessly into the wider practice 
• Microsoft office advanced (Excel, Word, PowerPoint, mainly)
• Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice 

Equal Opportunity Employer