Flex SMA Operations - Dedicated Client Service Associate

AQR•Greenwich, CT

10d•$100,000 - $115,000

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. About Operations Operations has a diverse set of responsibilities, including settling and recording thousands of transactions per day, identifying and mitigating all operational risk, and partnering with technology to develop and implement low touch, streamlined processes. The operations department continually seeks ways to improve while actively supporting the development of new business, structures, and markets. The Role We are looking to hire a strong candidate to join the Flex SMA team within Operations. The primary responsibilities of the role include, but are not limited to:

Requirements

Bachelor’s degree in a relevant field
3+ years of experience within asset management, focused on client services.
Ability to work independently as well as within a team.
Strong written and verbal communications skills
Passion for client service and ability to manage competing priorities
Well-organized with the ability to multi-task and work within tight timeframes
Proficient in Microsoft Office Suite, especially Excel

Nice To Haves

Prior project management experience is a plus

Responsibilities

Develop strong AQR product and asset class knowledge and demonstrate interest in the industry
Provide white-glove inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information
Onboard new RIAs and accounts into the Flex SMA strategies
Help oversee and manage the daily Contribution, Withdrawal and Transfer process for AQR’s Flex Separately Managed Accounts. Includes coordinating document completion between AQR Business Development and Legal Teams as well as clients directly.
Work closely with AQR’s Portfolio Implementation Team to translate daily cash flow details which facilitates the portfolio optimization process.
Investigate, coordinate, and provide responses to operational inquiries that span AQR’s operational infrastructure
Work in conjunction with AQR’s Onboarding Team to facilitate the launch of new, complex, and innovative strategies
Interact regularly with AQR’s Engineering team to enhance systems and improve technology and processes surrounding cash flows and client account management.
Identify operational inefficiencies across product structures and help create scalable workflows whether automated or outsourced to align functions across the platform.
Help drive and track both tactical and strategic project initiatives that span the firm.