Account Transitions Analyst
About The Position
The Global Portfolio Administration department provides operational support to the firms Institutional, Private Client, and Retail business channels through account transitions. The Account Transitions team is responsible for ensuring and maintaining the accuracy of client portfolios throughout the account transition lifecycle. The overall responsibility is to achieve operational excellence by consistently providing a superior level of service to our clients while improving efficiencies without compromising controls or risk management discipline. The Account Transitions Analyst is a key role for our firm to perform various transition and client on boarding tasks including new accounts, custodian changes, in kind movements, market openings and account closings. The individual will be expected to work as a part of a team and will need to be able to communicate effectively with various internal and external clients.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or related field.
- 2-4 years’ experience in business operations, preferably in financial services, or strong internship background.
- Track record of critical thinking and creative problem solving.
- Demonstrated ability to communicate proactively and effectively in urgent, high-stakes situations.
- Experience adapting processes to meet diverse client needs and requirements.
- Ability to manage multiple priorities and remain resilient under stress.
- Strong curiosity and willingness to learn new systems, processes, and client contexts.
- Analytical, financial, and technical skills.
- Critical thinking and judgment.
- Proactive, timely communication.
- Curiosity and learning agility.
- Stress tolerance and adaptability.
- Attention to detail.
- Teamwork and collaboration.
Nice To Haves
- Thrive in ambiguity
- Excel at critical thinking
- Communicate proactively in fast-paced, high-pressure environments
- Inquisitive, resilient, and able to translate unique client needs into standardized processes
Responsibilities
- Own all operational aspects relating to account transitions: account openings, in-kind asset transfers, custodian changes, and account closures.
- Communicate transition-related issues and impacting events to various internal departments and external clients, with urgency and clarity.
- Confirm and process time-sensitive events including asset transfers and market openings.
- Participate in firm initiatives, working groups, and audit best practice discussions.
- Assess and translate subjective client needs into standardized operational workflows, adapting processes as required for each client.
- Manage multiple priorities and stakeholders, balancing speed and accuracy in time-sensitive transitions.
Benefits
- Inclusive culture that rewards hard work
- Culture of intellectual curiosity and collaboration
- Environment where you can thrive and do your best work
- Fully invested in you
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
