Portfolio Implementation Associate recruitment
This position will support the Portfolio Implementation (PI) team with all aspects of documentation and systems that house the documents and/or track the workload. The primary focus is to get the data/documents into the systems, data stewardship and management of those systems and creating and running metrics for the data and workload of the team. On a trial basis, this role will start to learn aspects of contracting and managing external money managers for manager hires/fires. This position also will be responsible for the management of the quarterly Risk Management Questionnaire (RMQ) process Read more […]