Responsibilities
and Tasks :
- Develop and maintain up-to-date knowledge of the asset management industry, current market trends and economic factors for maintaining a competitive edge over the execution and delivery of creative solutions & strategies.
- Execution of activities including implementations, managed services, consultancy and solution optimizations by obtaining an excellent grasp of the product functionalities and methodologies as well as industry-specific principles and best practices.
Close collaboration with middle and front office of our clients institutional asset managers, wealth managers and asset owners.
- Analyze and solve complex business issues related to clients’ investment portfolios, financial data, analytics, and workflows.
- Strong aptitude for understanding and gathering requirements to address client-specific business needs efficiently.
- Assist and support the smooth execution of clients’ production processes and workflows.
- Act as subject matter expert escalation point to other internal teams (e.g. Support, Sales).
- Closely collaborate with cross-functional stakeholders (e.g. Consulting, Sales, Product, Engineering, Strategy).
Required Skills :
- University degree in Finance, Economics or related industry discipline
- 4+ years of relevant experience required knowledge across all asset types
- Knowledge of financial products and instruments
- Proficiency in Excel and financial formulas
- Enthusiasm for working closely with investment professionals
- Strong analytical and critical thinking abilities
- Excellent interpersonal skills with a strong sense of initiative, team player
- Strong communication and interpersonal skills
- Technical and application knowledge
- Leadership skills
- Financial instruments pricing knowledge, including standard Stock and Bonds assets as well as derivative products such as Options, Futures, Swaps (e.
g. CDS, IRS, TRS), Structured Products, etc.
Beneficial Skills :
- Financial background in the Asset Management industry
- Genuine interest in capital markets and portfolio management
- Experience with Performance Measurement & Attribution, or Risk Management
- Interest and affinity to work with software, data and analytics
- Python and data science skills would be considered a plus
- Participation in the CFA Program or FRM Program
- Flexibility / Adaptability / Managing Multiple Priorities
United States applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
What’s In It For You :
Flexible work accommodations. Choose to work remotely, in person, or in a hybrid set-up.
The opportunity to join a growing firm with a proven track record of success for over 40 years, made up of thoughtful, innovative minds that value collaboration and welcome your new ideas to the table
Mentorship and growth opportunities from senior employees
Career progression planning and a focus on career development, complete with dedicated time each month for conference attendance, online learning seminars, and networking
A robust social community dedicated to volunteerism, intramural sports, and team-building events
Business resource groups that align with our , designed to cultivate an inclusive environment for all
Learn more about our benefits .
The budgeted amount range for this position in the States of California and in New York City is $89,600 - $122,000