Analyst - Client Service Operations
MetLife
Posted Friday, August 16, 2024
Posting ID: 3500_crt:1723808074207
Philadelphia, PA
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Description and Requirements
Role Value Proposition:
Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with nearly $600.8 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with extensive experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including real estate. Visit us at www.metlife.com/investments to learn more.
The successful Analyst is a member of the Public Fixed Income Client Service Operations team within MetLife Investment Management (MIM), MetLife Inc.'s institutional investment management business. MIM provides investment services to predominantly institutional clients across several asset classes. The highly motivated professional is responsible for producing and delivering timely and accurate reporting to MIM's existing client base as well as key internal stakeholders and is also responsible for completing monthly and quarterly client reviews. The professional will lead client onboarding, offboarding, and existing client change management processes and should feel comfortable communicating with internal, existing, and emerging clients.
Key Responsibilities:
Required:
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies" as well as the 2024 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
Role Value Proposition:
Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with nearly $600.8 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with extensive experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including real estate. Visit us at www.metlife.com/investments to learn more.
The successful Analyst is a member of the Public Fixed Income Client Service Operations team within MetLife Investment Management (MIM), MetLife Inc.'s institutional investment management business. MIM provides investment services to predominantly institutional clients across several asset classes. The highly motivated professional is responsible for producing and delivering timely and accurate reporting to MIM's existing client base as well as key internal stakeholders and is also responsible for completing monthly and quarterly client reviews. The professional will lead client onboarding, offboarding, and existing client change management processes and should feel comfortable communicating with internal, existing, and emerging clients.
Key Responsibilities:
- Produce and deliver timely and accurate client reports to MIM's existing client base
- Effectively answer ad-hoc and/or follow-up questions from existing and emerging clients
- Execute flawless Client onboarding, offboarding, and change management process for SMAs and Fund Investors
- Client Advocate relating to functional utilities in Client accounts (Performance, overdrafts, aged cash, etc). This includes oversight of vendor relationships such as our back office and fund administrators
- Participate in Operational Due Diligence, Questionnaires, and Client led Audits, along with other requests
- Participate on projects to achieve efficiencies and improve existing processes
Required:
- 0-2 years relevant experience in Financial Services or Investment Management industry specific to Fixed Income
- Onboarding experience for Separately Managed Accounts and Fund Investors
- Excellent written and verbal communication skills and attention to detail
- Exceptional multi-tasking and time management skills
- Capable of thriving in a fast paced, dynamic environment
- Ability to work across many integrated teams and coordinate multiple projects at a single time
- Work with different business heads on ad-hoc projects
- Business Administration, Economics or Finance degree
- Proficiency with all Microsoft Office applications (Excel, Powerpoint, Word). Knowledge of advanced excel functions and macros a plus.
- Experience with Aladdin, Salesforce, and/or Vermilion a plus
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies" as well as the 2024 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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