Client Onboarding - Analyst / Associate

AQR•Greenwich, CT

55d•$90,000 - $110,000

About The Position

AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We're determined to know what makes financial markets tick - and we'll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation. AQR's Onboarding Team coordinates various large account events at the firm by interacting with both internal and external counterparties, including but not limited to various groups in Operations, Portfolio Management, Business Development, Trading, Legal, Technology, custodians, prime brokers, transition managers, and clients. Onboarding works to ensure completion of all deliverables prior to event via various proprietary workflow and management tools. Onboarding is responsible for coordinating communication and managing expectations related to updates to the business pipeline and pending events to all levels of the firm, as well as managing and tracking key milestones to ensure client expectations are met regarding their specific event. We are looking to hire a full-time Associate to join the Onboarding team within Operations. The primary responsibilities of the role include, but are not limited to: Provide substantial leverage in the management of the following events: Launches Terminations In-Kind transfer Strategy Changes Be able to independently run the following events: New Brokers and/or security types New market openings Custody/Administrator change Benchmark and/or fee change Become well-versed in proprietary Onboarding systems and tools (Pipeline, Counterparty Selection, Product Workflow, RMS, etc) Work in high-paced environment and manage multiple tasks in tandem Independently introduce ways to increase efficiency and process improvements Manage the tracking and reconciliations of team tools and emails Independently manage internal inquiries Complete account opening and form documentation required as part of various events

Requirements

Undergraduate Degree.
2-5 years of experience in a client onboarding role at a bank or investment manager.
Superior analytical and communication skills.
Highly organized, able to multi-task, and eager to learn.
High attention to detail.
Proficient in Excel/SQL
Mind set of continual process enhancement and automation.
Comfortable working in a fast pace, team-based environment.

Responsibilities

Provide substantial leverage in the management of the following events: Launches Terminations In-Kind transfer Strategy Changes
Be able to independently run the following events: New Brokers and/or security types New market openings Custody/Administrator change Benchmark and/or fee change
Become well-versed in proprietary Onboarding systems and tools (Pipeline, Counterparty Selection, Product Workflow, RMS, etc)
Work in high-paced environment and manage multiple tasks in tandem
Independently introduce ways to increase efficiency and process improvements
Manage the tracking and reconciliations of team tools and emails
Independently manage internal inquiries
Complete account opening and form documentation required as part of various events