Asset Management Public Operations-Multi Asset - Shared - New York - Senior Associate (Finance)

TL;DR

Senior Associate (Asset Management): Managing the full lifecycle of large-scale corporate client onboardings for Multi-Asset Solutions with an accent on portfolio accounting, cash management, and operational risk. Focus on coordinating complex multi-workstream projects, ensuring system configuration accuracy, and streamlining onboarding processes.

Location: New York, NY, United States (Onsite)

Company

A leading global investment banking, securities, and investment management firm providing a full suite of investment solutions to clients.

What you will do

• Lead the full lifecycle of large-scale corporate client onboardings, serving as the single point of accountability across operations teams and stakeholders.
• Coordinate complex, multi-workstream onboarding projects, establishing milestones and ensuring all operational infrastructure is configured prior to trading.
• Engage with client-appointed counterparties, such as custodians and prime brokers, to define operational workflows and connectivity.
• Ensure accounting data accuracy and provide policy guidance to maintain a controlled environment for the investment management process.
• Monitor operational risk signals to identify and resolve potential issues before they impact client experience or project timelines.
• Partner with technology teams to identify and implement automation and scalable solutions to handle growing onboarding volumes.

Requirements

• Bachelor’s degree.
• 5+ years of work experience.
• Proficiency in Microsoft Office (Word, Excel, and PowerPoint).
• Strong communication, interpersonal skills, and a collaborative, team-oriented mindset.
• Must be based in New York, NY.

Nice to have

• Previous experience in Operations or the Financial Services industry (preferably 5-7 years).
• Ability to partner effectively across product groups, regions, and functional responsibilities.
• Strong risk management focus and attention to detail under pressure.