Назад
Company hidden
1 день назад

Associate Consultant, Asset Management Client Administration

61 500 - 98 300$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Associate Consultant, Asset Management Client Administration (Investment Operations/Data): Supporting client onboarding by creating accounts, validating client and account data, and resolving operational data issues with an accent on data integrity, analytics, and cross-functional coordination. Focus on improving workflows, automating processes, strengthening governance and controls, and ensuring accurate execution across the client lifecycle.

Location: Chicago, IL, United States

Salary: $61,500–$98,300 USD per year

Company

hirify.global is a global financial services company providing wealth management, asset servicing, asset management, and banking services.

What you will do

  • Support account and client creation across investment, accounting, and performance book-of-record platforms.
  • Maintain and validate the quality, integrity, and accuracy of client and account data.
  • Analyze data, identify issues, and collaborate with internal and external partners to resolve them within service-level agreements.
  • Partner with Investment Operations and Technology teams on process improvements, automation, scalability, and client onboarding enhancements.
  • Support governance, controls, documentation, knowledge sharing, and training activities.
  • Organize priorities and ensure timely and accurate completion of assigned deliverables.

Requirements

  • 3–6 years of experience in operational, data, or service roles within financial services.
  • Foundational understanding of investment management, asset classes, and investment or financial technology systems.
  • Experience using data and analytics to support process improvement and risk mitigation.
  • Strong problem-solving, communication, collaboration, organization, and attention-to-detail skills.
  • Bachelor’s degree or an equivalent combination of education and relevant work experience.
  • Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

  • Experience with client onboarding and/or asset management.
  • Interest or experience in process improvement, automation, or digital transformation initiatives.

Culture & Benefits

  • Flexible and collaborative work culture with accessible senior leadership.
  • Opportunities for internal mobility and professional development.
  • Retirement benefits including a 401(k) and pension.
  • Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
  • Paid time off, parental and caregiver leave, and well-being benefits.
  • Discretionary bonus program that may include an equity component.

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 →