Client Onboarding Specialist

4 weeks ago

Indianapolis, United States Raymond James Full time

Job Summary

Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a fixed income investment management firm located in downtown Indianapolis, Indiana. Since its establishment in 1981, Reams has grown to manage over $26 billion in a variety of fixed income strategies for a diverse group of institutional clients, including Fortune 500 corporations, large public pension funds, Taft-Hartley plans, health care organizations, and a variety of universities, foundations, and endowments. Reams employs forty individuals with a mission to provide the highest quality investment management expertise and unmatched client service in all product areas over the long-term.

We currently have an opportunity in our Investment Operations Department for a specialist who will be tasked with assisting with several aspect of the client onboarding process. This role is not only integral to onboarding the more technical aspects of client accounts, mainly derivatives, but is also a critical piece of the Reams compliance infrastructure.

Essential Duties and Responsibilities

* Counter Party Management:
* Facilitate the establishing and provide updates as needed to brokers
* Partner with Legal, Compliance and Portfolio Management
* Adding new accounts to existing derivative agreements
* Working with Sapphire and inventory of derivative trading relationships
* Compliance on-boarding:
* Oversees initial compliance set-up
* Work with Client Service and Investment team on guideline interpretation
* Enter rules into Bloomberg AIM system
* Conduct preliminary testing of rules and guidelines before hand-off to Trading for second level testing
* Custodial account on-boarding:
* Manage custodian onboarding documentation
* Work with custodians to open global markets and derivatives trading capability as needed
* Inventory account global market status
* Assist with internal management of account transition status
* Collaborate with internal teams to establish onboarding process

Knowledge, Skills, and Abilities

Knowledge of

* Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.

Skill in

* Portfolio accounting systems and databases.
* Strong Excel skills.
* Communicating effectively in both oral and written communications.
* Demonstrating uncompromising adherence to ethical principles.
* Preparing analyses and information reports for management.

Ability to

* Analyze problems and develop creative solutions.
* Handle stressful situations and provide a high level of customer service in a calm and professional manner.
* Provide efficient service to internal and external clients.
* Partner and collaborate and work in a team environment.
* Foster a cooperative work environment and partner with other functional areas to accomplish objectives.
* Attend to detail while maintaining a big picture orientation.

Educational/Previous Experience Requirements

Education/Previous Experience

* Bachelor's degree in Accounting, Finance, or related degree and five (5) years of relevant experience.
* "or"
* Any equivalent combination of education, experience and/or training approved by Human Resources.
* Experience with fixed income securities preferred
* Experience with derivative securities preferred
* Experience with non-USD securities preferred
* Familiarity with SWIFT preferred

Licenses/Certifications

* none

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