InfiCare has been providing Contingent Staffing and Direct Hire staffing services to its clients across the US and in four continents Since 2001. Starting from a modest beginning in 2001, today we service clients ranging from Fortune 500 companies to medium sized businesses as well as small niche firms. In US we are based at Dulles, VA. We are hiring our clients. If you are interested in this position, please revert to my email
Title: Investment Specialist
Duration: Full Time/ Permanent (Initially for 1 year)
Locations: - NJ, NYC
Description: Roles will be focused on onboarding and product development for traditional investment solutions, including mutual funds, ETFs, and SMAs across select client programs. This will include onboarding a high volume of strategies in order to enable the integration of the applicable First Republic business.
Responsibilities include, but are not limited to:
Liaising with internal and external stakeholders to oversee the end-to-end onboarding / product development process and ensure completion of all pre-go-live requirements
Driving the review and negotiation of legal agreements between internal stakeholders and third-party asset managers
Confirming commercial terms with third party asset managers
Conducting analyses to select the most appropriate mutual fund share class for use in discretionary/advisory programs, in accordance with firm policies and fiduciary responsibilities
Partnering with the Chief Data Office to verify requisite licenses are in place for the purpose of conducting due diligence and providing client performance reporting
Managing the submission and implementation of strategies in the team's onboarding application
Instructing Operations to update product availability in trading systems
Managing the pipeline of strategies in flight and providing appropriate transparency across the organization
Coordinating with a cross-functional team (e.g. Legal, Compliance, Risk, Ops, Tech, etc.) to establish a framework for supporting internally-managed strategies
Negotiating with third parties
Required strengths:
Attention to detail
Organization
Communication (written and verbal)
Project management
Domain expertise in Mutual Funds, SMAs and ETFs.
Regards,
Komal Saxena
Senior US Recruiter
InfiCare Technologies| 22375 Broderick Drive #225 Dulles VA 20166 |
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Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
IT Services and IT Consulting
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