Investment Operations Specialist - Client Onboarding#

The focus of the role is on project management and client relations primarily as it relates to the onboarding and ongoing support of institutional investor clients. 

The Client Onboarding Specialist will coordinate efforts to onboard corporate client investment portfolios to support the operational and client servicing teams with new client setup and investment implementation activities. 

As an onboarding team member, you will assist with operational readiness for implementing defined benefit (pension) and defined contribution (401(k)) retirement plans.  You will support the process of client contracting through implementing and funding of the client’s investment strategy.  You will interact with the client, client teams, operational teams, and the client’s third parties, including custodial banks and investment managers, each who also play key roles in the overall project plan that you will maintain.

The individual in this role must be capable of multi-tasking on high profile, complex tasks and projects. The ideal candidate will thrive in a fast-paced and high-pressure environment, pay keen attention to detail and demonstrate a commitment to accuracy, is adaptive to change and be able to successfully manage many competing activities under tight timeframes while producing high quality work.

The Role

• 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

• 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 

Equal Opportunity Employer