Investment Operations Associate

• Global Exposure: Gain international experience by coordinating investment documentation for institutional pension client portfolios in the US and Canada, and understand different market dynamics.
• Impactful Work: Take on significant responsibilities such as reviewing and executing formal agreements, directly impacting the investment activities of institutional pension clients.
• Project Management: Utilize your strong project management skills to organize, plan, and execute projects efficiently.
• Communication Skills: Effectively communicate with fund managers, custodians, and other external parties, as well as internal teams.
• Legal and Financial Expertise: Dive into the financial contracts and legal terminology, perfect for those with a keen interest in the legal and financial aspects of investment operations.
• Autonomy and Teamwork: Enjoy the balance of working independently as a self-starter while also being a team player who fits seamlessly into the wider practice.
• This position will be responsible to perform legal reviews and manages the signatures (executions) of the necessary documentation for the implementation or on-boarding of Investment Managers (these are investment management companies [funds and other assets authorized to be used for pensions under ERISA]) that will be part of our investment portfolios in one way or another for our clients in the USA and CAN.
• The Investment Operations Associate will coordinate legal and investment review activities to assist the Implementation Team with its portfolio activities.
• As a member of the Management Onboarding Team (within the larger Operations Team), you will initiate efficient processes for reviewing and implementing agreements on behalf of our institutional pension clients.
• The role requires the ability to collaborate on cross-functional teams with colleagues from all levels, while effectively communicating opinions and ideas in a succinct and coherent manner.
• The RoleIncorporate key details in the preparation of agreements, and related documentation pertaining to investing the assets of retirement plans with investment managers.
• Review client documents (including plan documents, trust agreements, investment policies) as it relates to the AML (anti-money laundering)/KYC (know your customer) process.
• Effectively communicate with fund managers, custodians, and other external parties involved to ensure all agree on a trade timeline.
• Learn about the wider investment consulting business by gaining exposure to numerous facets of the industry and have opportunities to work with multiple different teams within the organization.
• Develop collaborative relationships and openly communicate on work matters with internal teams.
• Effectively interact with internal teams to keep them informed on progress and ensure they carry out any required actions.
• QualificationsThe RequirementsAt least five years in an investment operations environmentUndergraduate degreeProject management skills, attention to detail and the ability to meet deadlines are criticalAbility to be a self-starter and work independently, but also cooperatively in a team environmentAdvanced oral and written communication skills in English is a mustUnderstanding of financial contracts and legal terminologyUnderstanding of investment fund structureTeam-player with the ability to fit seamlessly into the wider practiceMicrosoft office advanced (Excel, Word, PowerPoint, mainly)Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practiceExperience in making agreements, reviewing and/or legal documentary in Fiduciary or Trust Fund environment with Pension Fund.
• Equal Opportunity Employer#J-18808-Ljbffr

Caderno Nacional