Client Account Services Associate

2 weeks ago

London, United Kingdom Cambridge Associates LLC Full time

CAREERS THAT CHANGE THE WORLD

**OUR CULTURE**
- Cambridge Associates believes culture is central to your success and ours._

We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority.

We foster an **inclusive** and **diverse** environment that enables **all individuals** to engage and **bring their full selves to work.**

**OUR CLIENTS**
- Cambridge Associates believes our clients come first_.

Our clients are the most compelling endowments, foundations, pensions, private clients, and institutional investors around the globe. We lock arms with them to meet and exceed their investment objectives, so they can change the world.

**OUR PEOPLE**
- Cambridge Associates_**_ _**_believes we do our best when you do your best._

At CA, we are only as successful as you are. We actively recruit and invest in the most dynamic and diverse talent and then empower you to succeed. By leveraging your unique skills, developing your individual career goals, and building a collaborative global community of connected, diverse individuals, we build a community that is stronger together.
- But enough about us. _**_Tell us about YOU_**

1. Are you a **bold individual** seeking an opportunity to contribute to a **value-based, collaborative environment** in some of the most exciting cities around the globe?

2. Are you eager to work for an organization committed to **diversity, inclusion, sustainability, and Corporate Social Responsibility**?

3. Do you strive to work in an environment that encourages **innovation and teamwork**?

4. Are you a **thought leader** who cares about **making a difference in the world** while contributing to an **amazing culture**?

5. Do you value a **challenging professional opportunity** where you can **leverage your skills**, gain a **valuable foundation in finance and investments**, and build a **long-term career development plan**?

6. Are you seeking a **competitive salary** a **robust and comprehensive benefits program**, and a variety of **attractive benefits and perks**?

This is an exciting opportunity to join an evolving team. The Client Account Services Associate will help shape the strategic vision for building efficiencies and standardization within the Client Account Services space. The Client Account Services Team is responsible for supporting the new account setup as well as ongoing maintenance related to client portfolio data and attributes. This critical team will work to investigate and resolve issues related to client account reference data and will own the data integrity, while constantly driving for improvements. The Client Account Services team is a part of the larger Global Portfolio Services team.

**Roles and responsibilities**

1. Work hands on, executing the daily team functions, including the setup and maintenance of client portfolio referential data and client holdings information.

2. Review client information, including legal, tax and Anti-Money Laundering / Know Your Client (AML/KYC) related documents, as well as portfolio holdings information. Work with internal stakeholders to process client portfolio data and information in CA systems and escalate any questions or issues to responsible parties.

3. Assist in the portfolio data maintenance related to various client life cycle events including establishing new client portfolio structures, service changes and restructurings. Will work closely with teams across the infrastructure, investment, and client teams to ensure a well-executed event, with an emphasis on operational risk and control environment.

4. Work collaboratively across the investment teams to optimize each client’s portfolio structure and attributes, with a focus on increasing data quality and reliability. Address any questions from these teams related to specific client portfolio and investment attributes.

5. Analyze the complexity, special requirements, and possible limitations associated with each portfolio structure, while also considering ongoing servicing requirements.

6. Understand data flow, challenges, implementation strategies, and connectivity of data across the organization in support of clients’ data and broader business goals.

7. Exhibit a proactive nature and approach to learning and problem identification and resolution in terms of understanding client objectives and developing effective and appropriate solutions.

**Qualifications**

1. BA/BS required

2. Related client data work experience required

3. Some knowledge of the investment process, including portfolio construction, trading, investment, custody, fund administration, and securities knowledge is preferred

4. Ability to work in a time-sensitive environment and balance competing priorities

5. Knowledge of alternative asset classes preferred

6. Strong analytical and organizational abilities

7

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