Associate, Conversions

Responsibilities

• Partner with plan sales and implementations teams to vet and implement investment options for plans, including cost and asset class coverage analysis.
• Coordinate with custody partners to ensure seamless new plan onboarding.
• Liaise with Fund and Insurance companies to ensure appropriate processes for making funds available within plans.
• Work with 3rd party investment managers and advisors to define onboarding and ongoing requirements.
• Ensure investment options are in sync with the respective programs.
• Ensure investment performance and fact sheets are updated regularly.
• Participate in key quality assurance processes.

Requirements

• 1+ year of experience in Financial Services or related industry.
• Ability to understand the “big picture” and the importance of the team’s role in the overall process.
• Excellent communication skills across internal stakeholders and external partner groups.
• Passion for learning and applying new concepts, and bridging information where continued process-development is key.
• Ability to self-manage around tight deadlines in a fast-paced environment while ensuring the integrity and accuracy of the details.
• Strong technical proficiency using Excel and process management tools.

Nice-to-Haves

• Intermediate SQL skills.
• Previous experience within financial services, with a focus on investment operations and fund implementation.

Compensation

• Expected base salary range: $60,000 - $75,000.
• Eligible to participate in the Company Bonus Pool.
• Eligible to receive new hire equity in the Company.