Job Description

How you'll spend your time...

• Design, document, and implement fixed income investment policies, procedures, and workflows that promote operational consistency, reflect best practices, and satisfy applicable compliance and regulatory requirements.
• Serve as a primary business support resource for the tax-exempt and CLO investment teams, helping ensure day-to-day investment operations run effectively. Responsibilities include, but are not limited to, performance reporting support, tax-exempt SMA workflow assistance, account onboarding coordination, reconciliations, issue resolution, and other business support needs.
• Partner with Operations, Legal, Compliance, Risk Management, and other internal stakeholders to maintain efficient operating processes and proactively respond to internal or external changes that may affect the business.
• Support technology needs in coordination with internal business partners and external vendors, including: ongoing management and support of current operating systems, including general Aladdin support, implementation of system enhancements and upgrades to existing applications and workflows, and deployment of new applications that improve business processes and operating effectiveness.
• Manage small to medium-size projects focused on developing practical, sustainable solutions to operational changes, business needs, or issues that arise.
• Provide business support, as needed, to the North America Multi-Asset Solutions team and other North America Fixed Income investment teams, applying consistent operating standards and helping address cross-team support needs. 
• Manages and maintains the book of work across key investment management platforms, tracking and prioritizing issues and enhancement requests raised by the investment teams.

To be successful in this role you will have...

• Bachelor’s degree or equivalent work experience
• 1-3 years of relevant experience
• Strong problem-solving skills with the ability to produce effective recommendations to senior management
• Strong critical thinking skills 
• Energetic and self-motivated with the ability to work both independently and as part of a team
• Strong interpersonal and communication skills
• Ability to build effective relationships with both internal and external constituents
• Ability to analyze data with attention to detail and draw meaningful insights
• Ability to interrelate and understand increasingly complex issues
• Ability to manage multiple responsibilities and projects concurrently

U.S. Work Authorization & Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary