The Client Services group at Arrowstreet serves as a key contributor to the overall client experience at Arrowstreet and works closely with the Client Relationship Management and Strategic Relationships teams to provide high-quality support to our client base. Our group, which consists of an Operations team as well as Relationship Specialist team, is responsible for supporting all client related activities including managing internal and external daily inquires and requests from clients, consultants, and custodians. Such activities also include facilitating investor onboarding and managing investor transactions for both new and existing investors.
Job Overview
The individual in this role be responsible for ensuring client related activities particularly related to managing investor transactions from both new and existing investors are completed in a high quality, consistent and timely manner. The individual will be responsible for developing and maintaining strong working relationships with internal business partners to meet the business objectives set out for each client and the firm. This individual will also be expected to work proactively with other internal teams to streamline and / or automate processes, where practicable. The position will require a basic understanding of investment processes and ability to handle numerous tasks simultaneously while meeting critical deadlines.
The ideal candidate will have direct work experience in the asset management industry with investment advisory client service, fund administration, transfer agency, investor services or alternative investment experience. Candidates must be self-motivated and able to work under tight deadlines in a dynamic environment. Candidates must also have solid communication skills, strong attention to detail and experience collaborating with internal teams, leading and prioritizing projects and managing time sensitive activities.
Responsibilities
Coordinate investor cash flow activity across internal and external teams to ensure transactions are successfully processed by all parties.
Manage operational aspects of the investor onboarding process by ensuring appropriate documentation including tax and AML/KYC documents is in place.
Coordinate trading plans related to investor cash flow activity with the investment team.
Respond to and resolving other client, consultant, and custodian inquiries/concerns/issues in a timely and effective manner by collaborating with a wide variety of internal teams including Funds Group, Legal, Compliance, and Marketing and Reporting teams.
Maintain internal client data system and ensuring client information in internal systems is complete and accurate.
Collaborate across internal teams to resolve client concerns/issues.
Manage time‐sensitive projects.
Contribute to projects and automation initiatives by developing business requirements and collaborating with internal teams to institute new tools, systems and reporting capabilities.
Assist with the development and implementation of new checks and procedures to enhance and automate onboarding and client flow management workflows across business groups.
Qualifications
Bachelor’s degree is a requirement
4 - 7 years of relevant experience in a role with experience reviewing and/or coordinating investor flows in commingled funds
Proven organizational skills and the ability to work in a team environment with multiple responsibilities
Excellent communication (written and oral) and interpersonal skills
Analytical and structured thinking with a keen interest in how things work
Willingness to investigate issues and follow through to resolution
Proficiency with Microsoft Excel and Word
Arrowstreet Capital is a Boston-based systematic investment firm that manages global equity portfolios for institutional investors around the world.
Arrowstreet Capital is an equal opportunity employment firm. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, gender identity, genetic information, age, sexual orientation, pregnancy, medical condition, disability, veteran or military status, marital status or any other characteristic protected by federal, state, or local law.
Arrowstreet Capital is committed to working with and providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation for any part of the employment process due to a disability, contact us to discuss the nature of your request and contact information.
