Client Onboarding - Analyst / Associate at AQR

Greenwich, Connecticut, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Jan, 26

Salary

110000.0

Posted On

30 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Communication Skills, Organizational Skills, Multi-tasking, Attention to Detail, Excel, SQL, Process Enhancement, Automation

Industry

Financial Services

Description

About AQR Capital Management AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation. About the Team AQR’s Onboarding Team coordinates various large account events at the firm by interacting with both internal and external counterparties, including but not limited to various groups in Operations, Portfolio Management, Business Development, Trading, Legal, Technology, custodians, prime brokers, transition managers, and clients. Onboarding works to ensure completion of all deliverables prior to event via various proprietary workflow and management tools. Onboarding is responsible for coordinating communication and managing expectations related to updates to the business pipeline and pending events to all levels of the firm, as well as managing and tracking key milestones to ensure client expectations are met regarding their specific event. The Role We are looking to hire a full-time Associate to join the Onboarding team within Operations. The primary responsibilities of the role include, but are not limited to: Provide substantial leverage in the management of the following events: Launches Terminations In-Kind transfer Strategy Changes Be able to independently run the following events: New Brokers and/or security types New market openings Custody/Administrator change Benchmark and/or fee change Become well-versed in proprietary Onboarding systems and tools (Pipeline, Counterparty Selection, Product Workflow, RMS, etc) Work in high-paced environment and manage multiple tasks in tandem Independently introduce ways to increase efficiency and process improvements Manage the tracking and reconciliations of team tools and emails Independently manage internal inquiries Complete account opening and form documentation required as part of various events What You’ll Bring Undergraduate Degree. 2-5 years of experience in a client onboarding role at a bank or investment manager. Superior analytical and communication skills. Highly organized, able to multi-task, and eager to learn. High attention to detail. Proficient in Excel/SQL Mind set of continual process enhancement and automation. Comfortable working in a fast pace, team-based environment. The salary range for this role is expected to be $90,000-$110,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future. This job is also eligible for an annual discretionary bonus. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY

Responsibilities

The role involves managing various client onboarding events and ensuring completion of deliverables. The analyst/associate will also track milestones and manage internal inquiries related to onboarding.