Operations Associate - Parametric

Role Overview

The Institutional Onboarding Associate maintains excellent client relationships and ensures a positive experience for clients as they support end-to-end onboarding for institutional clients and mandate expansions across equity, derivatives, and fixed‑income products.

• Coordinate assigned institutional onboarding work streams, including timelines, documentation checklists, client communications, status updates, and follow‑up.
• Serve as day‑to‑day onboarding contact for clients, consultants, distribution, and internal partners; prepare for and participate in onboarding calls.
• Support onboarding for separate accounts, fund investments, and collective trusts across equity, derivatives, and fixed‑income mandates, ensuring requirements are documented and routed appropriately.
• Partner with Legal, Compliance, Portfolio Management, Trading, Client Operations, Client Contract and Control, fund administration, custodians, and trustees to resolve open items and implementation blockers.
• Review onboarding documentation and account data for completeness, accuracy, and consistency; escalate issues and risks in a timely manner.
• Monitor adherence to applicable procedures and controls, including private placement, subscription, account opening, and mandate setup requirements.
• Communicate new account, mandate expansion, and account‑change details to downstream teams, with awareness of trading, compliance, reporting, billing, and client service impacts.
• Maintain accurate records in workflow/CRM systems, identify process improvements, and support projects as assigned.

• Bachelor’s degree.
• 4+ years of experience in financial services operations, institutional client service, onboarding/implementation, or project coordination.
• SIE, Series7, Series
  63 (or66) certifications, or willingness to obtain.
• Working knowledge of asset‑management products and institutional client structures; experience with separate accounts, commingled funds, collective trusts, equity, derivatives, or fixed‑income is a plus.
• Excellent written and verbal communication skills.
• Strong organization, attention to detail, and control orientation.
• Ability to manage multiple onboardings, use workflow tools, and elevate issues appropriately.

Salary range: $70,000 – $140,000 per year. Eligible for an annual discretionary incentive compensation award and the applicable business unit’s incentive compensation plan, which may include a discretionary bonus component.

Benefits include medical, prescription drug, dental, vision, health savings account, dependent day‑care savings account, life insurance, disability and other insurance plans, paid time off (sick leave, parental leave and vacation days), 10 paid holidays, 401(k), and short/long‑term disability, among other special perks.

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