Client Implementation Officer

CLIENT IMPLEMENTATION ASSOCIATE - ADVANCED

(Hybrid - Boston MA)

As the Client Implementation Associate, you will:

Lead the planning, coordination and execution of client and product events across multiple global regions including:

• Client fundings for separate accounts and commingled funds

• Client mandate changes

• Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products

• Client and Fund liquidations and terminations

• In-kind contributions and withdrawals

• Custodian and Recordkeeper changes

• Contractual review including comments and approvals

• Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes

• This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event

• Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed

• Make adjustments to plan and execution, depending on external needs and internal business policies and standards

• Participate in or lead projects aimed at continually improving the firm’s overall business processes

• Own, along with the Investment team, the process of implementing a client event from an investment perspective

These skills will help you succeed in this role:

• Minimum 10 years’ experience in the investment management field with specific focus on investment operations and investment experience

• Deep understanding of complex investment issues, processes and vehicles and how these relate to client events

• Strong desire to continuously improve industry and investment knowledge

• Strong project management skills

• Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints

• Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization

• Ability to take a leadership role in the decision-making process and bringing parties to a consensus

• Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives

• Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives

• Consistent track record of successfully leading client events

• Excellent written & verbal communications and presentation skills

• Great teammate with a positive attitude

• Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred