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Transition Management Associate

Transition Management Associate

corgiBrooklyn, NY

6 days ago

$43.75 per hour

Financial and Investment AnalystsInvestment Fund ManagersBrokerage Clerks
Investment Banking and Securities IntermediationPortfolio Management and Investment AdviceMiscellaneous Financial Investment Activities
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New York City | Full-time | HybridAbout CorgiCorgi is building an AI financial infrastructure company with more than $350 million raised. We're hiring a Transition Management Associate to help institutional investors move assets between managers and strategies.
What You'll Do:
  • Support the end-to-end implementation of client asset transitions across global equity and fixed income portfolios
  • Coordinate with asset owners, custodian banks, and legacy and target asset managers
  • Coordinate trade implementation, monitor execution, and manage clearing, settlement and post-trade processes
  • Produce pre- and post-trade analytics and help identify and manage implementation risk
  • Help build internal procedures and tools that make the process more scalable and reduce operational risk
What We're Looking For:
  • Bachelor's degree in finance, economics or a related field0.5 to 5 years of capital markets experience; exposure to trading, settlements, operations or compliance preferred
  • Working knowledge of capital markets, investment operations and trading workflows
  • Strong spreadsheet and data analysis skills, and comfort working with large data sets
  • Clear written and verbal communication across multiple stakeholders
  • Ability to manage several workstreams at once in a fast-paced, deadline-driven environment
  • Interest in using AI and other technology to automate workflows
  • Attention to detail and a strong sense of ownership
  • Series 7 and 63 registrations are required within six months of joining.
Compensation Competitive compensation and full benefits. To ApplySubmit your résumé.

Also on the board Same function, level within a rung

Level

Senior

Salary

$43.75 per hour

Location

Brooklyn, NY

Occupation

Financial and Investment Analysts

Industry

Investment Banking and Securities Intermediation

Posted

6 days ago

Apply for this role (opens in a new tab)