Client Operations Associate (Global Asset Management Firm)
Client Operations Associate – Global Asset Management Firm
Location: Singapore
Our client is a globally recognized leader in active fixed-income investing, managing capital across diverse fixed-income and credit strategies. With a strong market presence and deep industry expertise, the firm provides innovative financing solutions to institutional clients worldwide.
The Role
As a Client Operations Associate, you will play a key role in managing portfolio transitions, account-related events, and operational servicing for APAC-based clients. This role requires close coordination with Client Management, Portfolio Operations, and other internal stakeholders to drive efficient execution and enhance the client experience.
Key Responsibilities
- Act as a central point of contact for portfolio events, including new account setups, custodian transitions, benchmark changes, market openings, and account terminations.
- Liaise with internal teams and clients to document requirements, manage timelines, and ensure smooth execution of portfolio transitions.
- Track and resolve operational issues, proactively addressing potential delays or complexities.
- Oversee post-implementation activities, ensuring all aspects of the transition process are completed accurately and efficiently.
- Manage internal requests from portfolio managers and trading teams, coordinating market additions, new counterparties, and security approvals.
- Conduct post-event reviews to drive continuous improvement in operational workflows.
Key Requirements
- 2-3+ years of experience in portfolio transitions, asset management, or custodial services. Experience in client reporting, portfolio valuations, or cash flow management is a plus.
- Bachelor’s degree in Finance or a related field preferred.
- Strong communication and stakeholder management skills, with the ability to navigate complex client interactions.
- Detail-oriented, proactive, and capable of managing multiple priorities under tight deadlines.
- Proficiency in Excel; coding skills and familiarity with regulatory requirements are advantageous.
Interested candidates, please send your CV to [email protected].
Client Operations Associate – Global Asset Management Firm
Location: Singapore
Our client is a globally recognized leader in active fixed-income investing, managing capital across diverse fixed-income and credit strategies. With a strong market presence and deep industry expertise, the firm provides innovative financing solutions to institutional clients worldwide.
The Role
As a Client Operations Associate, you will play a key role in managing portfolio transitions, account-related events, and operational servicing for APAC-based clients. This role requires close coordination with Client Management, Portfolio Operations, and other internal stakeholders to drive efficient execution and enhance the client experience.
Key Responsibilities
- Act as a central point of contact for portfolio events, including new account setups, custodian transitions, benchmark changes, market openings, and account terminations.
- Liaise with internal teams and clients to document requirements, manage timelines, and ensure smooth execution of portfolio transitions.
- Track and resolve operational issues, proactively addressing potential delays or complexities.
- Oversee post-implementation activities, ensuring all aspects of the transition process are completed accurately and efficiently.
- Manage internal requests from portfolio managers and trading teams, coordinating market additions, new counterparties, and security approvals.
- Conduct post-event reviews to drive continuous improvement in operational workflows.
Key Requirements
- 2-3+ years of experience in portfolio transitions, asset management, or custodial services. Experience in client reporting, portfolio valuations, or cash flow management is a plus.
- Bachelor’s degree in Finance or a related field preferred.
- Strong communication and stakeholder management skills, with the ability to navigate complex client interactions.
- Detail-oriented, proactive, and capable of managing multiple priorities under tight deadlines.
- Proficiency in Excel; coding skills and familiarity with regulatory requirements are advantageous.
Interested candidates, please send your CV to [email protected].