1 день назад
Associate Consultant, Asset Management Client Administration
61 500 - 98 300$
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
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.
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