Job description
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Investigate and answer non-investment decision related client and investment team inquiries
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Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions
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Efficiently lead the onboarding of new clients by proactively managing internal and external data and regulatory information requests and keeping a client centric focus
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Engage with client contact(s), investment teams, and other internal business areas to ensure effective communication regarding the implementation of investment decisions
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Enter approved transactions into internal trade order system, ensuring prompt and accurate processing by internal groups, and generally overseeing full transaction lifecycle
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Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
Qualifications:
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BS/BA with 3+ years of experience in the financial services industry. Experience in portfolio related operations valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.
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Ability to work on several projects simultaneously, both independently and collaboratively
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Demonstrated skill in project management and prioritization
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Familiarity with Anti-Money Laundering/Know Your Customer Regulations as well as Due Diligence requirements
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Understanding of currency and derivative overlay implementation and monitoring
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Strong interest in and general knowledge of investments and financial markets
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Experience with Bloomberg and FactSet is a plus.
To apply, please send your updated CV to Belle Wint at belle.wint@cornerstoneglobalpartners.com, quoting the job title or Click Apply Now.
Due to an anticipated high volume of applicants, we regret that only shortlisted candidates will be notified.