Client Operations Associate
About The Position
Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which is responsible for the ongoing monitoring of client portfolios to ensure adherence to strategy models, investment guidelines, and risk controls. The Associate will assist the firm’s portfolio managers and broader client service team primarily in the areas of trade implementation, ongoing monitoring and maintenance of client portfolios, and data integrity relating to client records in all systems. This role offers the opportunity to gain a deeper understanding of investment decision-making, create trades, and contribute to a variety of operational initiatives. The position provides exposure to a broad range of investment management functions, including portfolio administration, compliance and risk analysis, data analysis, and cross-functional project work. It is well suited for candidates who demonstrate strong analytical and technical abilities, thrive in highly detail-oriented work, and apply critical thinking to solve complex problems.
Requirements
- Bachelor’s degree with a strong interest in investment management
- Up to three years of experience, preferably in portfolio administration
- Excellent written and verbal communication skills
- Demonstrated analytical and problem-solving skills
- Strong Microsoft Office skills
Nice To Haves
- Experience with coding a plus
Responsibilities
- Create trades for accounts/strategies as directed by Portfolio Managers or clients and become an expert user of the firm’s trading system and compliance module
- Master risk control and ongoing portfolio monitoring of client portfolios
- Communicate portfolio compliance to Portfolio Managers and Senior Management
- Facilitate daily ETF Capital Markets operations through close coordination with Portfolio Managers, Trading, and Operations
- Support new client onboarding and account setup activities
Benefits
- medical, dental, and vision insurance
- a 401(k) retirement plan
- paid time off
- a flexible spending account (FSA) program
- access to various wellness and employee assistance programs
- annual discretionary performance-based bonus
- remunerative long-term incentive plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
