8 дней назад
Client Integration Manager (Investment Management)
120 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
12 дней назад
Strategic Initiatives Enablement Lead (Financial Services)
89 600 - 149 300$
12 дней назад
Senior Executive Strategic Operations Analyst
89 600 - 149 300$
11 дней назад
Senior Project Manager-PMO
104 900 - 199 065$
9 дней назад
Enterprise Project Manager (Fintech)
123 205 - 155 430$
11 дней назад
Associate Manager Project Management
76 700 - 142 500$
9 дней назад
Project Manager - Remote Boston MA Area (PMO)
95 000 - 130 000$