Product Data Administration Specialist - Austin

Company: SmartX Advisory Solutions
Your Application: You have not applied yet
Location: Austin, USA

Job Brief: 

A fast-growing Financial Services Technology company, located in West Palm Beach, Florida is hiring an Onboarding Specialist. The best candidate will have a passion for financial services and investment technology and have a genuine interest in joining our Manager Solutions team. The team is responsible for the recruitment, onboarding, and ongoing relationship management for all third-party asset managers available on the SMArtX platform. As an Onboarding Specialist, you will work with new and existing managers throughout the product onboarding lifecycle. The individual will receive detailed training on how the platform and onboarding process work so that they can provide a seamless experience for asset managers. In this key role, you will work closely with asset managers and the manager solutions team, as well as the client success, legal, compliance, and operations teams. We are looking for someone with the right demeanor and tenacious attitude to walk managers through the onboarding process as well as keep larger onboarding projects organized. A day in the life will include making sure individual managers and larger projects are on track for their strategy launch dates, as well as building out strategies and keeping the pipeline up to date. 


Oversee the configuration of new investment products being added to the platform
Coordinate with third-party asset managers to gather items needed for onboarding in a timely and efficient manner
Maintain pipeline of new managers and product builds
Set-up new asset management firms and products on the platform
Track investment performance
Ad-hoc reports

Skills Required: 

2+ years of professional work experience (Internships will be considered)
Excellent organization skills to track deliverables and due dates
Excellent verbal, written, visual/presentation, and interpersonal communication skills
Motivated self-starter, with an ability to work independently and perform well in a deadline-driven, fast-paced environment
Ability to build strong working relationships with other team members across geographic locations
Bachelor’s Degree preferably in Finance
Nice to have

Experience in the following areas:

Financial technology
Project management

Requirements: Associate
Type of Job: Full Time

Work Day: Full Time
Employment type: Permanent Job
Salary: Negotiable

Minimal experience: No experience

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