Managed Accounts Onboarding and Reporting Analyst

The Managed Accounts Onboarding and Reporting Analyst delivers daily operational assistance for the Managed Accounts business. They work closely with internal groups and external sponsors to guarantee accurate and timely onboarding, reporting, and account upkeep.   This role serves as a point of accountability for assigned cases, managing workflows end‑to‑end while resolving inquiries, raising risks, and supporting managed account AUM reporting. The analyst operates in a fast‑paced environment and contributes to operational excellence by strengthening controls, improving efficiency, and enhancing the overall client experience.   We currently operate...