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 client implementation analyst
Builds
Client onboarding workflows and data-loaded portfolios on the proprietary OMN platform
Domain
Wealth management / Asset servicing
Required skills
Portfolio data validation, financial statement analysis, reconciliation, project tracking, internal controls documentation, financial instruments knowledge, accounting principles
Preferred skills
Investment management experience, hedge fund/private equity background, project management
Technologies
Bloomberg, Microsoft Office
Responsibilities
Interact with clients and IT teams to onboard new clients, support multiple implementation projects simultaneously, troubleshoot queries and provide feedback, update weekly client meeting agendas and notes, initiate and maintain project tracking documents, perform analysis of financial statements and supporting documents, perform reconciliations to source data, support daily trade break resolution and transitioning activities to shared services teams
Seniority
Junior, entry-level IC