Client Group Onboarding & Transitions Senior Analyst

What You'll Do

• Act as project manager for client account openings, transitions, and closings, including monitoring opportunity pipelines, evaluating requirements, delivering the client welcome package, establishing service levels, hosting cross-functional calls, managing timelines, and driving the completion of outstanding deliverables across teams
• Cook up and execute complex client-directed cash flows, especially those involving transition accounts, securities in-kind, and/or new fund launches
• Lead client transitions across multiple phases, managing internal and third-party teams; ensure that challenges, issues and risks are closely monitored and escalated appropriately to client service management
• Liaise with Client Managers and Client Service Advisors and clients to establish and document implementation requirements. Participate on client calls, sharing expertise when needed
• Contribute to the firm’s risk mitigation efforts. Lend expertise and help the Error Coordinators/Risk Managers/Client Service Manager troubleshoot and resolve errors and incidents impacting client accounts
• Collaborate with other implementation teams across the firm to share best practices, raise issues, and develop consistent global processes
• Contribute to ensuring metrics are updated and maintained, involved in departmental projects and initiatives, work towards advancing team, department and firm goals

What Makes This Role Unique or Interesting

Individuals with a background in providing Sales support with experience in operations and project management would find this position interesting and view it as an opportunity to advance their experience in their designated fields. This role requires an individual who thrives in ambiguity and can draw meaningful connections across complex, often evolving transitions. The Senior Analyst must be able to engage fluently with subject matter experts across a range of disciplines while maintaining a broad, strategic view of the end-to-end process. The most rewarding — and challenging — aspect of this role is navigating an exceptional client experience in an industry that is constantly changing, where the path forward isn't always clearly defined.

Professional Development Value

A Client Group Senior Analyst can expand their knowledge about the Institutional Business through interaction with various Teams and Departments who service our external clients. They will gain exposure to the systems utilized, functions and responsibilities of partnering teams, reporting requirements for this business, and develop relationships with our Defined Contribution Team, Institutional Teams, Legal/Compliance, Portfolio Management & Senior Management.

What We're Looking For

• The ideal candidate brings broad industry knowledge, including familiarity with fixed income, equity, alternatives, and multi-asset products as well as the underlying investments such as stocks, bonds, derivatives, etc.
• Additionally, they will need experience with complex operational transactions, managing projects and have experience engaging with sales professionals to service clients or provide operational support.
• A Bachelor’s degree, preferably in Finance, Economics, or Business, with an excellent academic record
• Minimum 3-5 years of professional experience in a related industry or finance, banking industry
• Experience leading projects, including running cross-functional conference calls and managing project plans
• Experience with Institutional business is a plus but not required
• Industry licenses are a plus but not required
• Demonstrate professionalism, possess strong interpersonal skills, and exhibit a high level of responsibility in their conduct
• Demonstrate initiative and good judgment coupled with the ability to work well under pressure
• Organized, thorough, and conscientious. Establishes priorities and follows through on tasks to completion
• Able to multitask, good time management skills
• Strong verbal and written communication skills. Confidence in public speaking and leading meetings, calls
• Strong problem solving and analytical skills. Number and detail-oriented
• Able to work independently and cooperatively in a team setting. Build strong, trusting relationships with internal partners ensuring effective collaboration to advance complex transitions/projects
• Proficient in the use of typical office desktop packages, such as Outlook, Word, Excel PowerPoint, Visio and Access. Salesforce.com experience a plus
• Experience with SQL or VBA is a plus
• Ability to make connections between seemingly disparate ideas & processes
• Ability to record all relevant information from different sources and platforms