Institutional Client Onboarding Analyst

Overview

The Opportunity:

The Institutional Client Onboarding Analyst works directly with our Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. The Institutional Client Onboarding Analyst acts as project manager to improve current processes and resolve operational issues associated with the complex workings of international accounts that trade in overseas equity markets.

The Day-to-Day:

• Manage the on-boarding of new institutional segregated and fund accounts
• Subject matter expert as it relates to international institutional funds and separately managed accounts
• Research and resolve operational issues pertaining to international institutional investor accounts, at times working with other groups in the process
• Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests
• Assist the Institutional Client Operations Team Leader with the ongoing development of the Institutional Client Operations Team members including ongoing training, workflow management and peer reviewing sensitive items
• Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors as they relate to additions, withdrawals, account set-up, and changes to their accounts
• Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
• Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
• Coordinate with international institutional custodians to support the trading, implementation, and operations aspect of institutional accounts
• Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements; and create, document and implement policies and procedures
• Coordinate contract negotiation between our clients and internal teams; including Legal and Senior Management

• Bachelor's degree or equivalent combination of education and experience required
• Experience in institutional financial Operations/Onboarding required (5+ years)
• Experience with fund sub-distributor and/or database platform support preferred
• Highly developed qualitative and/or quantitative skills required
• Excellent project management skills and experience
• Excellent verbal and written communication skills
• Ability to adapt to changes in a fast paced, team environment
• Ability to prioritize workload and manage time across various tasks
• Proficient in Microsoft Office software

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
• $10,000 fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.