- SALARY:NONE
- Indianapolis, Indiana
Indianapolis, Indiana
Client Onboarding Specialist - Reams Asset Management-2401514
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.
Facilitate the establishing and provide updates as needed to brokers
Essential Duties and Responsibilities
Counter Party Management
ompliance on-boarding
Custodial account on-boarding
Qualifications
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.
Knowledge, Skills, and Abilities
Knowledge of
Portfolio accounting systems and databases.
Skill in
Analyze problems and develop creative solutions.
Ability to
Bachelor's degree in Accounting, Finance, or related degree and five (5) years of relevant experience.
Educational/Previous Experience Requirements
Education/Previous Experience
none
Licenses/Certifications
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.
At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal-opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Investment Management
Primary Location
US-IN-Indianapolis
Organization
Raymond James Investment Management
Schedule
Full-time
Shift
Day Job
Travel
Yes, 5 % of the TimeEligible for Discretionary BonusYesThank You