Job Description

You are a strategic thinker passionate about driving solutions in Client Platform Operations. You have found the right team.

As a Client Platform Operations Professional within our Client Platform Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. You will perform control activities, including pooled fund share class monitoring and fiduciary reviews.

Job Responsibilities:

  • Execute periodic reviews on client accounts and prepare regulatory client-facing reports.
  • Conduct non-standard and most favored nation fee reviews for client accounts.
  • Compile and deliver effective MIS metrics and supporting documentation for reporting.
  • Assist with aspects of Risk and Controls Self Assessments, including testing procedures.
  • Prepare account lists and obtain internal approvals for client communications.
  • Address ad-hoc queries related to Client Pl...

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