Client Services Lead - Fund Ops & Onboarding

AQR; Town of Greenwich (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

AQR Capital Management is seeking an exceptional candidate to join the Client Services team within Operations. The role supports the Business Development Team and coordinates documentation with RIAs, Wirehouses and high net worth clients.

You will work with custodians, administrators and prime brokers to move in-kind transactions, build automated workflows with Engineering, and assist onboarding for new series accounts. A Bachelor’s in finance and 4+ years in finance are required.

Qualifications

• Bachelor’s degree, with a preferred concentration in finance.
• 4+ years of experience within financial industry, complex fund structure experience a plus.
• Ability to work autonomously as well as within a team.
• Excellent written and verbal communications skills.
• Well-organized with the ability to multi-task and work within tight timeframes.
• Proficient in Microsoft Office Suite.

Responsibilities

• Provide support to AQR’s Business Development Team by educating clients on the unique structure of the AQR Flex 1 Series LLC fund.
• Coordinate bespoke documentation requirements with RIAs, Wirehouses and Direct High Net Worth clients.
• Work with client custodians, AQR’s administrator and AQR’s institutional Prime Brokers to facilitate in kind transactions into and out of the Fund.
• Work closely with AQR Engineering to build out automated workflows for the Fund to increase efficiency and reduce manual risk.
• Work hand in hand with AQR’s Onboarding Team to launch all new series accounts and take over support once accounts are live.
• Coordinate with Portfolio implementation to manage all strategy changes and Flex up / Flex down events for the Fund.
• Manage daily oversight of a dedicated Manilla based Client Service Team.
• Provide additional support to AQR Investor Services, Client Administration and Mutual Fund Services Team.

Skills

Communication skills

Autonomy

Team collaboration

Time management

Education

Bachelor’s degree in finance

Tools

Microsoft Office Suite

Job description

AQR Capital Management is seeking an exceptional candidate to join the Client Services team within Operations. The role supports the Business Development Team and coordinates documentation with RIAs, Wirehouses and high net worth clients.

You will work with custodians, administrators and prime brokers to move in-kind transactions, build automated workflows with Engineering, and assist onboarding for new series accounts. A Bachelor’s in finance and 4+ years in finance are required.