Client Operations Specialist
Core
Central operational liaison overseeing the portfolio event process, including onboarding, terminations, and in-kind transfers for fixed income portfolios.
Role type
Senior IC client operations specialist (fixed income)
Builds
Operational efficiency in portfolio lifecycle management and client servicing workflows
Domain
Fixed income investment management
Required skills
Portfolio event process management, cross-functional collaboration, project management, workflow automation, business intelligence, fixed income fundamentals, economics knowledge, derivatives experience
Preferred skills
Client management experience, transitions management experience, investment operations experience
Technologies
Workflow automation tools, business intelligence tools
Responsibilities
Oversee portfolio event process (onboarding, terminations, transfers, modifications), identify process improvement opportunities, coordinate across departments and external stakeholders, document project phases and prepare reports, foster collaborative team environment, engage in client portfolio lifecycle implementation
Seniority
Senior, hands-on IC