The client management Analyst/Associate will be responsible for a broad array of initiatives, including the following:
Coordinate, organize and lead implementation of investments into and external investment managers on behalf of current Clients Develop an understanding of a multi-asset class investment process, gaining experience in strategic asset allocation, as well as exposure to manager selection views
Understand structure of asset pool and work with internal partners on account set-up
Validate and capture of all trading documentation, liquidity provisions and portfolio parameters in order to design large scale trade plans.
Collaborate with internal business groups, internal operations teams, external managers, custodian banks, and clients to facilitate new investments into and external investment managers
Work with Portfolio Managers and internal teams to coordinate new client onboarding Manage strategic projects in effort to streamline the investment implementation process and gain efficiency
Ensure compliance with established procedures; document new processes and procedures
1-5 years of professional experience, working within a Middle Office, Product Control function preferred Strong project management skills including ability to organize and track multiple projects in parallel, delivery on tight timelines, and a hands-on approach to resolving issues
Must be able to handle multiple, complex tasks, prioritize effectively and be flexible as needs change Excellent communication skills (including written, verbal, and presentation) Highly organized, with attention-to-detail and excellent follow-through
Ability to work well in a fast-paced team environment and demonstrate a high level of self-motivation Ability to manage concurrent assignments in an effective and efficient manner
Bachelor's degree required, Accounting/Finance Background preferred
Constantin Control Associates LP
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