Job Posting for Client Onboarding Specialist - Reams Asset Management at Raymond James Financial, Inc.

Client Onboarding Specialist - Reams Asset Management-2401514

Description

Job Summary

Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a fixed income investment management firm located in downtown Indianapolis, Indiana. Since its establishment in 1981, Reams has grown to manage over $26 billion in a variety of fixed income strategies for a diverse group of institutional clients, including Fortune 500 corporations, large public pension funds, Taft-Hartley plans, health care organizations, and a variety of universities, foundations, and endowments. Reams employs forty individuals with a mission to provide the highest quality investment management expertise and unmatched client service in all product areas over the long-term.

We currently have an opportunity in our Investment Operations Department for a specialist who will be tasked with assisting with several aspect of the client onboarding process. This role is not only integral to onboarding the more technical aspects of client accounts, mainly derivatives, but is also a critical piece of the Reams compliance infrastructure.

Essential Duties and Responsibilities

Counter Party Management:
Facilitate the establishing and provide updates as needed to brokers
Partner with Legal, Compliance and Portfolio Management
Adding new accounts to existing derivative agreements
Working with Sapphire and inventory of derivative trading relationships
Compliance on-boarding:
Oversees initial compliance set-up
Work with Client Service and Investment team on guideline interpretation
Enter rules into Bloomberg AIM system
Conduct preliminary testing of rules and guidelines before hand-off to Trading for second level testing
Custodial account on-boarding:
Manage custodian onboarding documentation
Work with custodians to open global markets and derivatives trading capability as needed
Inventory account global market status
Assist with internal management of account transition status
Collaborate with internal teams to establish onboarding process

Qualifications

Knowledge, Skills, and Abilities
Knowledge of

Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.

Skill in

Portfolio accounting systems and databases.
Strong Excel skills.
Communicating effectively in both oral and written communications.
Demonstrating uncompromising adherence to ethical principles.
Preparing analyses and information reports for management.

Ability to

Analyze problems and develop creative solutions.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Provide efficient service to internal and external clients.
Partner and collaborate and work in a team environment.
Foster a cooperative work environment and partner with other functional areas to accomplish objectives.
Attend to detail while maintaining a big picture orientation.

Educational/Previous Experience Requirements
Education/Previous Experience

Bachelor’s degree in Accounting, Finance, or related degree and five (5) years of relevant experience.
"or"
Any equivalent combination of education, experience and/or training approved by Human Resources.
Experience with fixed income securities preferred
Experience with derivative securities preferred
Experience with non-USD securities preferred
Familiarity with SWIFT preferred

Licenses/Certifications

none

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal-opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job Investment Management

Primary Location US-IN-Indianapolis

Organization Raymond James Investment Management

Schedule Full-time

Shift Day Job

Travel Yes, 5 % of the Time

Eligible for Discretionary Bonus Yes

Thank You

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Salary.com Estimation for Client Onboarding Specialist - Reams Asset Management in Indianapolis, IN

$76,327 - $100,147

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Client Onboarding Specialist - Reams Asset Management

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