Flex SMA Operations - Dedicated Client Service Associate in Greenwich

Flex SMA Operations - Dedicated Client Service Associate in Greenwich

Greenwich Full-Time 63000 - 77000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide top-notch client support and manage daily operations for Flex SMA strategies.
  • Company: Join AQR, a leader in innovative investment strategies and financial excellence.
  • Benefits: Competitive salary, annual bonus, comprehensive benefits, and paid time off.
  • Other info: Collaborative environment with opportunities for professional growth and development.
  • Why this job: Be part of a dynamic team driving innovation in asset management.
  • Qualifications: Bachelor's degree and 3+ years in asset management with strong communication skills.

The predicted salary is between 63000 - 77000 £ per year.

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 Operations

Operations has a diverse set of responsibilities, including settling and recording thousands of transactions per day, identifying and mitigating all operational risk, and partnering with technology to develop and implement low touch, streamlined processes.

The operations department continually seeks ways to improve while actively supporting the development of new business, structures, and markets.

The Role

We are looking to hire a strong candidate to join the Flex SMA team within Operations.

  • The primary responsibilities of the role include, but are not limited to:
  • Develop strong AQR product and asset class knowledge and demonstrate interest in the industry
  • Provide white-glove inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information
  • Onboard new RIAs and accounts into the Flex SMA strategies
  • Help oversee and manage the daily Contribution, Withdrawal and Transfer process for AQR's Flex Separately Managed Accounts.

Includes coordinating document completion between AQR Business Development and Legal Teams as well as clients directly.

  • Work closely with AQR's Portfolio Implementation Team to translate daily cash flow details which facilitates the portfolio optimization process.
  • Investigate, coordinate, and provide responses to operational inquiries that span AQR's operational infrastructure
  • Work in conjunction with AQR's Onboarding Team to facilitate the launch of new, complex, and innovative strategies
  • Interact regularly with AQR's Engineering team to enhance systems and improve technology and processes surrounding cash flows and client account management.
  • Identify operational inefficiencies across product structures and help create scalable workflows whether automated or outsourced to align functions across the platform.
  • Help drive and track both tactical and strategic project initiatives that span the firm.
  • What You'll Bring
  • Bachelor's degree in a relevant field
  • 3+ years of experience within asset management, focused on client services.
  • Ability to work independently as well as within a team.
  • Strong written and verbal communications skills
  • Passion for client service and ability to manage competing priorities
  • Well-organized with the ability to multi-task and work within tight timeframes
  • Prior project management experience is a plus
  • Proficient in Microsoft Office Suite, especially Excel

Compensation & Benefits

The salary range for this role is expected to be $100,000 to $115,000.

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 on 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.

  • Employment Equity
  • AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY
  • #J-18808-Ljbffr

Flex SMA Operations - Dedicated Client Service Associate in Greenwich employer: Aplaro Ltd

Baringa is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the vibrant Energy & Infrastructure sector. With a strong focus on employee development, you will have access to numerous growth opportunities while working alongside industry experts on impactful projects that shape the future of energy and utilities. Located in a dynamic environment, Baringa offers a unique chance to engage with diverse clients and contribute to meaningful change in the renewable infrastructure landscape.

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Contact Details:

Aplaro Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Flex SMA Operations - Dedicated Client Service Associate in Greenwich

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Aplaro Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Flex SMA Operations - Dedicated Client Service Associate in Greenwich

Client Service
Asset Management Knowledge
Operational Risk Management
Project Management
Communication Skills
Multi-tasking
Microsoft Excel

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Aplaro Ltd.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Aplaro Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Aplaro Ltd

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Aplaro Ltd.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Aplaro Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Aplaro Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.