DESCRIPTION

This position will be responsible for coordinating the review and execution of investment documentation for the implementation of investment managers for our institutional pension client portfolios in the US and Canada. Hiring investment managers involves the responsibility of reviewing and executing several formal agreements. The Investment Operations Associate will coordinate legal and investment review activities to assist the Implementation Team with its portfolio activities.
As a member of the Manager Onboarding Team (within the larger Operations Team), you will initiate efficient processes for reviewing and implementing agreements on behalf of our institutional pension clients. The role requires the ability to collaborate on cross-functional teams with colleagues from all levels, while effectively communicating opinions and ideas in a succinct and coherent manner.

Duties and Responsibilities:

• Incorporate key details in the preparation of agreements, and related documentation pertaining to investing the assets of retirement plans with investment managers.
• Review client documents (including plan documents, trust agreements, investment policies) as it relates to the AML (anti-money laundering)/KYC (know your customer) process.
• Effectively communicate with fund managers, custodians, and other external parties involved to ensure all agree on a trade timeline.
• Learn about the wider investment consulting business by gaining exposure to numerous facets of the industry and have opportunities to work with multiple different teams within the organization.
• Develop collaborative relationships and openly communicate on work matters with internal teams.
• Effectively interact with internal teams to keep them informed on progress and ensure they carry out any required actions.

THE REQUIREMENTS

• At least five years in an investment operations environment
• Undergraduate degree
• Project management skills, attention to detail and the ability to meet deadlines are critical
• Ability to be a self-starter and work independently, but also cooperatively in a team environment
• Advanced oral and written communication skills in English is a must
• Understanding of financial contracts and legal terminology
• Understanding of investment fund structure
• Team-player with the ability to fit seamlessly into the wider practice
• Microsoft office advanced (Excel, Word, PowerPoint, mainly)
• Ability to liaise with third-party organizations (Investment Managers and Custodians/Banks) and with all levels of staff within the practice

• Incorporate key details in the preparation of agreements, and related documentation pertaining to investing the assets of retirement plans with investment managers.
• Review client documents (including plan documents, trust agreements, investment policies) as it relates to the AML (anti-money laundering)/KYC (know your customer) process.
• Effectively communicate with fund managers, custodians, and other external parties involved to ensure all agree on a trade timeline.
• Learn about the wider investment consulting business by gaining exposure to numerous facets of the industry and have opportunities to work with multiple different teams within the organization.
• Develop collaborative relationships and openly communicate on work matters with internal teams.
• Effectively interact with internal teams to keep them informed on progress and ensure they carry out any required actions