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High — Tier-1 brand, mid-level generalist role, metro location, and broad skill requirements.
High — requires specific investment management and custody operations experience, limiting cross-industry transferability.
High — explicit 5–6 years investment operations requirement plus mandatory systems and control experience.
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Manage end-to-end client onboarding, account and fund setup activities across multiple internal systems, ensuring compliance with service level expectations and operational controls.
Collaborate with Relationship Managers, Project Managers, clients, and global teams to gather, validate requirements, and resolve onboarding or implementation issues including risk escalation.
Drive process improvements and leverage AI and digital automation tools like Microsoft Copilot to enhance productivity, data quality, and operational excellence; mentor team members and build stakeholder relationships.
5-6 years of experience in investment management and investment operations.
Bachelor's degree required; MBA preferred.
Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Teams, SharePoint).
Experience with Microsoft Copilot, AI tools, and digital automation solutions.
Experience working in investment operations with strong knowledge of client implementation and fund setup processes in a financial institution.
Proven ability to manage complex stakeholder relationships across multiple teams and regions.
Demonstrated capability in driving process improvements via technology adoption and mentoring junior team members.