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8 дней назад

Client Integration Manager (Investment Management)

120 000 - 225 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Integration Manager (Investment Management): Overseeing client and fund lifecycle events, including mandate fundings, terminations, asset-in-kind flows, and portfolio changes, with an accent on project coordination, operational risk, and cross-functional execution. Focus on evaluating complex transition requirements, coordinating internal and external stakeholders, and managing operational issues across investment and custody workflows.

Location: Boston, Massachusetts, United States; employees work from the office 4 days per week and remotely 1 day per week

Base salary: USD 120,000–225,000 per year

Company

hirify.global is an independent investment management firm serving institutional clients and mutual fund sponsors in more than 60 countries across equity, fixed income, multi-asset, and alternative strategies.

What you will do

  • Plan, coordinate, and oversee client and fund lifecycle events within Client Transition Services.
  • Manage new mandate fundings, terminations, asset-in-kind flows, and product or portfolio changes.
  • Evaluate event complexity, special requirements, operational risks, and ongoing servicing needs.
  • Coordinate infrastructure, investment, client platform, and other internal teams to execute transitions effectively.
  • Communicate with clients, transition managers, custodian banks, accounting agents, outsourcing providers, and vendors.
  • Lead operational issues and transition events toward consensus and controlled execution.

Requirements

  • 10+ years of experience in the investment management industry.
  • Broad knowledge of investment processes, investment strategies, custody operations, fund administration, and accounting.
  • Deep securities knowledge, including derivatives, operational infrastructure, and security lifecycles.
  • Strong organizational, project planning, prioritization, and execution skills under time constraints.
  • Ability to lead client events, solve problems, balance competing objectives, and apply strong business judgment and risk awareness.
  • Exceptional communication skills and ability to build professional relationships with clients, functions, and offices.

Culture & Benefits

  • Collaborative culture that supports independent thought, healthy debate, and inclusion.
  • Flexible work arrangement combining four days in the office with one remote day per week.
  • Retirement plan and health, dental, vision, pharmacy, HSA, and FSA coverage.
  • Life and disability insurance, employee assistance, adoption assistance, backup childcare, and commuter program.
  • Tuition and CFA reimbursement, paid holidays, sick time, vacation, and other paid time off.
  • Eligibility for discretionary corporate bonuses or incentives.

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