Job responsibilities
- Design processes and operating models, and assist in documentation of policies, and procedures
- Monitor platform performance metrics and implement strategies to improve client experience, platform efficiency and operational effectiveness
- Develop key metrics and track progress to ensure alignment with corporate goals
- Develop tracking tools to manage risks, cross-dependencies, open items, matters requiring escalation, deadlines, and reporting on various metrics
- Manage the planning process, including setting corporate priorities and developing strategies with key stakeholders
- Assist in the development and execution of change management strategies and plans, including communication, training, and support activities
- Partner with Control, Risk and Compliance teams to enhance control environment, drive error remediation efforts as needed, and deliver on issue action plans
Required qualifications, skills and capabilities:
- Strong work ethic and a desire to work in fast-paced environment
- Exceptional organizational capabilities and attention to detail
- Excellent project management skills, with the ability to manage multiple projects simultaneously and meet deadlines
- Excellent written and verbal communication skills
- Proven ability to think critically with process improvement experience and a strong desire to drive efficiencies
- Ability to work cooperatively and collaboratively with all levels of employees and management
- Financial services experience, investment management context preferred
Preferred qualifications, skills and capabilities:
- Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing is preferred