Associate, Institutional Management

Job description

Requisition ID : 252785 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate contributes to the overall success of the Institutional Management Department ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. A unique opportunity for someone interested in the client service side of investment management at an established and growing global investment manager. The role is to support the functional areas of Institutional Client Services and contribute to the overall success of the Portfolio Management team. Is this role right for you? In this role you will: - Champions a customer focused culture to deepen client relationships and leverage broader firm’s relationships, systems and knowledge. - Prepare and coordinate account opening and client profile update documents. - Model, rebalance and generate transactions for portfolio managers to review. - Verify the impact of Portfolio transactions before they are executed. - Liaise...