Client Operations Associate @ Schonfeld | Jobright.ai
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Client Operations Associate jobs in New York, New York, United StatesH1B Visa Sponsored Client Operations Associate jobs in New York, New York, United States
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Schonfeld · 4 days ago

Client Operations Associate

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FinanceFinancial Services
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Comp. & Benefits

Insider Connection @Schonfeld

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Assist in the investor Operational Due Diligence (“ODD”) process, including managing the quarterly firm Due Diligence Questionnaire (“DDQ”) and customized investor DDQs
Attend investor ODD meetings/calls and manage all associated notes, processes, and follow-ups
Work with the Fund Administrator and Fund Accounting teams to review investor capital activity and reporting
Manage operational client requests to ensure investor questions are addressed in a timely manner
Prepare capital activity and investor balance reporting and analysis for internal stakeholders
Liaise with Legal, Compliance, and Fund Accounting teams to assist with client onboarding and servicing
Assist with industry surveys and ad-hoc analysis for clients

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial services experienceMicrosoft ExcelPowerPointWord proficiencyTeam playerCollaborativeGrowth mindset communicationAttention to detailSelf-starterOrganizational skillsProblem-solvingOwnershipMulti-taskingDynamic environmentPoisedProfessional presenceContributionCRM databasesHedge fund businessCapital markets

Required

3-5 years of financial services experience
Team player with a collaborative approach and a growth mindset
Excellent written and verbal communication skills with strong attention to detail
Self-starter with exceptional organizational and problem-solving skills
Ability to take ownership of and multi-task across priorities to ensure successful and timely completion of deliverables
Capable of operating in a dynamic, fast-paced environment
Poised and professional presence with the ability to readily contribute thoughts and perspectives
Experience and proficiency with Microsoft Excel, PowerPoint, and Word

Preferred

Working knowledge of CRM databases
Basic understanding of the hedge fund business and/or capital markets

Company

Schonfeld

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Schonfeld Strategic Advisors is a multi-manager platform that invests its capital with Internal and Partner portfolio managers, primarily on an exclusive or semi-exclusive basis, across four trading strategies; quantitative, fundamental equity, tactical trading and discretionary macro & fixed income.

H1B Sponsorship

Schonfeld has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (16)
2022 (32)
2021 (26)
2020 (13)

Funding

Current Stage
Late Stage

Leadership Team

M
Michael Kuchmek
Global Head of Equity Capital Markets
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Company data provided by crunchbase
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