Client Operations Associate

Hirebridge; Bridgewater Township (NJ); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Benefits package including medical,‑d‑

401(k) retirement plan

Paid time off

Job summary

Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, focused on monitoring client portfolios for strategy adherence, risk controls and data integrity. The role offers exposure to investment decision-making, trade creation, and cross-functional projects across operations, compliance, and analytics.

You will assist portfolio managers and the client service team in trade implementation, ongoing monitoring, and portfolio administration while developing

Qualifications

• Bachelor's degree with a strong interest in investment management.
• Up to three years of experience, preferably in portfolio administration.
• Excellent written and verbal communication skills.
• Demonstrated analytical and problem-solving skills.
• Strong Microsoft Office skills; coding experience is a plus.

Responsibilities

• Create trades for accounts/strategies as directed by Portfolio Managers or clients and become an expert user of the firm's trading system and compliance module.
• Master risk control and ongoing portfolio monitoring of client portfolios.
• Communicate portfolio compliance to Portfolio Managers and Senior Management.
• Facilitate daily ETF Capital Markets operations through close coordination with Portfolio Managers, Trading, and Operations.
• Support new client onboarding and account setup activities.

Skills

Communication

Analytical thinking

MS Office

Coding experience

Education

Bachelor's degree

Tools

Trading system

Compliance module

Job description

Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, which is responsible for the ongoing monitoring of client portfolios to ensure adherence to strategy models, investment guidelines, and risk controls.

The Associate will assist the firm's portfolio managers and broader client service team primarily in the areas of trade implementation, ongoing monitoring and maintenance of client portfolios, and data integrity relating to client records in all systems. This role offers the opportunity to gain a deeper understanding of investment decision-making, create trades, and contribute to a variety of operational initiatives. The position provides exposure to a broad range of investment management functions, including portfolio administration, compliance and risk analysis, data analysis, and cross-functional project work. It is well suited for candidates who demonstrate strong analytical and technical abilities, thrive in highly detail-oriented work, and apply critical thinking to solve complex problems.

Responsibilities:

• Create trades for accounts/strategies as directed by Portfolio Managers or clients and become an expert user of the firm's trading system and compliance module


• Master risk control and ongoing portfolio monitoring of client portfolios


• Communicate portfolio compliance to Portfolio Managers and Senior Management


• Facilitate daily ETF Capital Markets operations through close coordination with Portfolio Managers, Trading, and Operations


• Support new client onboarding and account setup activities

Requirements:

• Bachelor's degree with a strong interest in investment management


• Up to three years of experience, preferably in portfolio administration


• Excellent written and verbal communication skills


• Demonstrated analytical and problem-solving skills


• Strong Microsoft Office skills


• Experience with coding a plus

The annual base salary range for this position is $70,000-$75,000. The firm's total compensation program includes an annual base salary, an annual discretionary performance-based bonus, a remunerative long-term incentive plan, and a comprehensive benefits package that includes medical, dental, and vision insurance; a 401(k) retirement plan; paid time off; a flexible spending account (FSA) program; and access to various wellness and employee assistance programs.

The actual base salary will be determined based on a variety of factors, including, but not limited to, relevant experience, skills, education, and other job-related considerations.