You will be responsible for partnering with the Asset & Wealth Management teams to create and facilitate the operational design of a strategic platform supporting the Retail Separately Managed Account (SMA). Your daily activities will include funding, review of breaks across retail function, trading desk support for ad-hoc queries and ongoing business initiatives, and coordination across portfolio managers on cash funding, withdrawals, trading requests, and account attribute changes.
Key Responsibilities:
- Partner with Asset & Wealth Management teams for operational design of SMA platform
- Perform daily activities like funding and review of breaks
- Provide trading desk support for ad-hoc queries and ongoing initiatives
- Coordinate with portfolio managers on cash funding, withdrawals, trading requests, and account attribute changes
Qualifications Required:
- Minimum 1-2 years experience in asset management or related field
- Risk management focus
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and web-based applications
- Bachelors degree
- Strong attention to detail and sense of urgency
- Highly collaborative, team-oriented, and consensus builder
- Excellent written and oral communication skills
- Previous experience in Operations and/or Financial Services Industry
- Ability to partner across operations groups, regions, and functional responsibilities
- Analytical thinker with strong facilitation and data gathering skills
- Capability to work under pressure, meet tight deadlines, and provide practical solutions
- Understanding of the product lifecycle and user experience for digital platform product distribution
(Note: No additional details about the company were mentioned in the job description.) You will be responsible for partnering with the Asset & Wealth Management teams to create and facilitate the operational design of a strategic platform supporting the Retail Separately Managed Account (SMA). Your daily activities will include funding, review of breaks across retail function, trading desk support for ad-hoc queries and ongoing business initiatives, and coordination across portfolio managers on cash funding, withdrawals, trading requests, and account attribute changes.
Key Responsibilities:
- Partner with Asset & Wealth Management teams for operational design of SMA platform
- Perform daily activities like funding and review of breaks
- Provide trading desk support for ad-hoc queries and ongoing initiatives
- Coordinate with portfolio managers on cash funding, withdrawals, trading requests, and account attribute changes
Qualifications Required:
- Minimum 1-2 years experience in asset management or related field
- Risk management focus
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and web-based applications
- Bachelors degree
- Strong attention to detail and sense of urgency
- Highly collaborative, team-oriented, and consensus builder
- Excellent written and oral communication skills
- Previous experience in Operations and/or Financial Services Industry
- Ability to partner across operations groups, regions, and functional responsibilities
- Analytical thinker with strong facilitation and data gathering skills
- Capability to work under pressure, meet tight deadlines, and provide practical solutions
- Understanding of the product lifecycle and user experience for digital platform product distribution
(Note: No additional details about the company were mentioned in the job description.)
