Client Group Onboarding & Transitions Senior Analyst
Core
Managing the end-to-end onboarding, modification, and transition of institutional client accounts, including complex cash flows and securities in-kind.
Role type
Senior Project Analyst (Client Onboarding & Transitions)
Builds
Operational processes for client account lifecycle management and complex transaction execution
Domain
Institutional Investment Management / Asset Management
Deliverable
client delivery
Required skills
project management, cross-functional coordination, complex cash flow execution, risk mitigation, process improvement, stakeholder liaison, data analysis
Preferred skills
institutional business experience, industry licenses, SQL, VBA, Salesforce.com
Technologies
Outlook, Word, Excel, PowerPoint, Visio, Access, Salesforce.com
Responsibilities
Act as project manager for client account openings, transitions, and closings; Coordinate complex client-directed cash flows and securities in-kind; Lead client transitions across multiple phases; Liaise with Client Managers and clients to establish implementation requirements; Contribute to firm's risk mitigation efforts; Review and improve account lifecycle processes
Seniority
Senior, hands-on IC