- 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
- C
ompliance 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
- 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
- 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.
- 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.
- 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.
- Bachelor's degree in Accounting, Finance, or related degree and five (5) years of relevant experience.
- 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
-
Onboarding Specialist
1 week ago
Nuvance Health Carmel, United States**Description** · **Summary**: · **Responsibilities**: · **Essential Responsibilities** · - Responsible for ensuring corporate, federal, and state documentation is accurate. · 2.Address and resolve issues raised by new hires during the pre-boarding process. · 4.Initiates and moni ...
-
Onboarding Specialist
6 days ago
BCforward Indianapolis, United StatesBCforward is currently seeking a highly motivated Onboarding Specialist for an opportunity in Indianapolis, IN. · Summary: · Position Title: Onboarding Specialist · Location: Indianapolis, IN 46280 · Anticipated Start Date: 6/3/2023 · Duration: Full-Time Employee · Travel: None · ...
-
Client Onboarding Specialist
1 week ago
Raymond James Indianapolis, United StatesJob 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 ...
-
Onboarding Specialist Intern
2 weeks ago
Fleet Services by Cox Automotive Indianapolis, United StatesFleet Services – A Cox Automotive Company keeps your fleet moving · Headquartered in Indianapolis, Fleet Services by Cox Automotive has grown to become one of the largest fleet maintenance companies in the country. · Fleet Services is the leading provider of on-site mobile main ...
-
Microsoft Cloud Onboarding Specialist
2 weeks ago
Infosys Indianapolis, United StatesJob Description: · Infosys is seeking a Microsoft Cloud Onboarding Specialist. Candidate will significantly contribute to manage technical relationships between our Microsoft Security team and key strategic ISVs (independent software vendor). Drive any co-engineering initiatives ...
-
Travel Nurse
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: PCU - Progressive Care Unit · ~ Discipline: RN · ~ Duration: 13 weeks · ~48 hours per week · ~ Shi ...
-
Registered Nurse
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN PACU - Post Anesthesia Care for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: PACU - Post Anesthesia Care · ~ Discipline: RN · ~ Duration: 13 weeks · ~36 hours per week · ~ Shi ...
-
Travel Nurse RN
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · Specialty: PCU - Progressive Care Unit · Discipline: RN · Duration: 13 weeks · 48 hours per week · Shift: 12 ...
-
Travel Nurse
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: PCU - Progressive Care Unit · ~ Discipline: RN · ~ Duration: 13 weeks · ~36 hours per week · ~ Shi ...
-
Registered Nurse Virtual Primary Care
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN Med Surg for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: Med Surg · ~ Discipline: RN · ~ Duration: 13 weeks · ~48 hours per week · ~ Shift: 12 hours, nights · ~ Employment T ...
-
Travel Nurse RN
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN Med Surg for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · Specialty: Med Surg · Discipline: RN · Duration: 13 weeks · 36 hours per week · Shift: 12 hours, nights · Employment Type: Tra ...
-
Registered Nurse
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN PACU - Post Anesthesia Care for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: PACU - Post Anesthesia Care · ~ Discipline: RN · ~ Duration: 13 weeks · ~36 hours per week · ~ Shi ...
-
Travel Nurse
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: PCU - Progressive Care Unit · ~ Discipline: RN · ~ Duration: 13 weeks · ~48 hours per week · ~ Shi ...
-
Registered Nurse
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN Med Surg / Telemetry for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: Med Surg / Telemetry · ~ Discipline: RN · ~ Duration: 13 weeks · ~48 hours per week · ~ Shift: 12 hours, ...
-
Registered Nurse Virtual Primary Care
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN Med Surg for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: Med Surg · ~ Discipline: RN · ~ Duration: 13 weeks · ~48 hours per week · ~ Shift: 12 hours, nights · ~ Employment T ...
-
Travel Nurse
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: PCU - Progressive Care Unit · ~ Discipline: RN · ~ Duration: 13 weeks · ~48 hours per week · ~ Shi ...
-
Respiratory Therapist
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel Registered Respiratory Therapist for a travel job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: Registered Respiratory Therapist · ~ Discipline: Allied Health Professional · ~ Duration: 13 weeks · ~36 hours ...
-
Respiratory Therapist
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel Registered Respiratory Therapist for a travel job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: Registered Respiratory Therapist · ~ Discipline: Allied Health Professional · ~ Duration: 13 weeks · ~36 hours ...
-
Radiologic Technologist: Travel Position
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel Interventional Radiology Technologist for a travel job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: Interventional Radiology Technologist · ~ Discipline: Allied Health Professional · ~ Duration: 13 weeks · ...
-
Travel Contract
1 week ago
Travel Nurses, Inc. Indianapolis, IN, United StatesTravel Nurses, Inc. is seeking a travel CT Technologist for a travel job in Indianapolis, Indiana. · Job Description & Requirements · ~ Specialty: CT Technologist · ~ Discipline: Allied Health Professional · ~ Duration: 13 weeks · ~40 hours per week · ~ Shift: 10 hours, nig ...
Client Onboarding Specialist - Indianapolis, United States - Raymond James Financial, Inc.
Description
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:
Custodial account on-boarding:
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Skill in
Ability to
Educational/Previous Experience Requirements
Education/Previous Experience
Licenses/Certifications
* none
Job: Investment Management
Primary Location: US-IN-Indianapolis
Organization Raymond James Investment Management
Schedule Full-time
Job Shift Day Job
Travel Yes, 5 % of the Time
Req ID: