Analyst, Client Implementation - IPS
Core
Onboard new clients to the Omnium (OMN) platform by managing implementation projects, validating portfolio data, and ensuring timely setup within internal control frameworks.
Role type
Junior Analyst, Client Implementation
Builds
Client onboarding workflows and data-loaded portfolios on the proprietary OMN platform
Domain
Wealth management and asset servicing
Required skills
Client onboarding, portfolio data validation, financial statement analysis, reconciliation, project tracking, internal controls, trade break resolution, Microsoft Office, Bloomberg
Preferred skills
Investment management, financial services, hedge funds, private equity, project management
Technologies
OMN platform, Bloomberg, Microsoft Office
Responsibilities
Interact with clients and IT teams to onboard new clients; Support multiple implementation projects simultaneously; Perform analysis of financial statements and supporting documents; Perform reconciliations to source data; Support daily trade break resolution and transitioning activities to shared services.
Seniority
Junior, entry-level IC
