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Asset & Wealth Management - Operations - Alt Investments Private KYC - Associate

3 months ago

Dallas, United States Russell Tobin Full time
Job DescriptionJob Description

Russell Tobin is looking to hire an Asset & Wealth Management - Operations - Alt Investments Private KYC - Associate based in Dallas TX for our client who is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

Job title: Asset & Wealth Management - Operations - Alt Investments Private KYC - Associate
Location: Dallas TX
Duration: 6months
Pay rate: $25-$27/hour

Position Description:
Department: AM Alts Pvt KYC Group
Job Category: Operations
Job Title: Asset & Wealth Management - Operations - Alt Investments Private KYC – Associate


Duties: ASSET MANAGEMENT
A career with our client Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over (USD)2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Asset Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within the client, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.


YOUR IMPACT
We are currently looking for a driven and detail-oriented Project Management professional who is seeking to use their creative and technical skills and ideas to join our Client Onboarding team within our Asset Management business.
OUR IMPACT
Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm's assets and its reputation.
Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business.
Asset Management Operations supports the Asset Management Division of the firm. The Asset Management Division is the firm's long term principal investing group tasked with raising capital and investing in equity (corporate / growth), real estate, and credit. We are looking for an Associate to join the Product Development-focused team in New York.

HOW YOU WILL FULFILL YOUR POTENTIAL

Partner with management and key stakeholders to help prioritize and execute on new strategic initiatives to drive scale and enhance the organization's control framework.
Partner with engineering teams to support and help coordinate end-to-end product design, development, and launch.
Provide weekly project status updates to the Management Team.
Mitigate and manage risks across the lifecycle of the project and work with stakeholders to ensure issues are promptly addressed and resolved.

Skills: SKILLS & QUALIFICATIONS
Bachelor's degree, 5+ years' relevant experience in a comparable role
Excellent written and verbal communication skills, especially the ability to explain complex technical concepts in simple terms.
Strong project management and interpersonal skills and ability to work effectively with others across all levels and functions.
Proactive problem solver with a strong work ethic, strategic mindset, and commercial perspective.
Strong technical skills including high level of proficiency in Microsoft Excel and PowerPoint

Keywords:
Education: Bachelor's degree