AVP-Strategy & Onboarding IDS
Core
Coordinate account on-boarding, product launches, terminations, and operational changes for investment portfolios.
Role type
Senior IC investment operations specialist (strategy & onboarding)
Builds
Account on-boarding processes, product launch/termination workflows, portfolio operational changes
Domain
Asset management / Investment operations
Deliverable
client delivery
Required skills
account on-boarding, product launch/termination, portfolio restructuring, master data maintenance, RFP support, reporting, project management
Preferred skills
investment operations knowledge, fund/account setup understanding
Technologies
IAMJ systems
Responsibilities
Coordinate account on-boarding/product launch/termination process; Coordinate miscellaneous account events such as IMA/guideline changes, custodian changes, stock/cash inflows/outflows, account restructures; Account/Portfolio master data implementation/maintenance; Maintain and provide IAMJ's AUM and other product related information for RFP and marketing purpose; Provide support for reporting team (produce/review/distribute simplified reporting materials)
