Full-Time

Flex SMA Operations

Client Services Associate

Confirmed live in the last 24 hours

AQR Capital Management

AQR Capital Management

501-1,000 employees

Global investment management firm offering diversified strategies

Quantitative Finance
Financial Services

Compensation Overview

$100k - $110kAnnually

+ Annual Discretionary Bonus

Mid, Senior

Greenwich, CT, USA

Category
Customer Success
Customer Support
Customer Success & Support
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in a relevant field
  • 3-5 years of experience within asset management, focused on client services
  • Ability to work independently as well as within a team
  • Strong written and verbal communications skills
  • Passion for client service and ability to manage competing priorities
  • Well-organized with the ability to multi-task and work within tight timeframes
  • Proficient in Microsoft Office Suite, especially Excel
Responsibilities
  • Develop strong AQR product and asset class knowledge and demonstrate interest in the industry
  • Provide white-glove inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information
  • Onboard new RIAs and accounts into the Flex SMA strategies
  • Help oversee and manage the daily Contribution, Withdrawal and Transfer process for AQR’s Flex Separately Managed Accounts
  • Work closely with AQR’s Portfolio Implementation Team to translate daily cash flow details which facilitates the portfolio optimization process
  • Investigate, coordinate, and provide responses to operational inquiries that span AQR’s operational infrastructure
  • Work in conjunction with AQR’s Onboarding Team to facilitate the launch of new, complex, and innovative strategies
  • Interact regularly with AQR’s Engineering team to enhance systems and improve technology and processes surrounding cash flows and client account management
  • Identify operational inefficiencies across product structures and help create scalable workflows whether automated or outsourced to align functions across the platform
  • Help drive and track both tactical and strategic project initiatives that span the firm.
Desired Qualifications
  • Prior project management experience is a plus
AQR Capital Management

AQR Capital Management

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AQR Capital Management provides investment management services with a focus on technology, data, and behavioral finance. The firm offers a variety of investment strategies that are based on a consistent set of principles, aiming to achieve long-term and repeatable results. AQR works primarily with institutional investors such as pension funds, insurance companies, and sovereign wealth funds, as well as financial advisors. Their investment approach combines both qualitative and quantitative methods to create and refine investment models. AQR differentiates itself by applying systematic and well-thought-out solutions in portfolio construction, risk management, and trading. The company's goal is to add value to its clients' investments while generating revenue through management and performance fees.

Company Stage

N/A

Total Funding

N/A

Headquarters

Greenwich, Connecticut

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • AQR can leverage ESG factors in their quantitative models to meet rising demand.
  • Machine learning advancements enhance AQR's data analysis and predictive modeling capabilities.
  • AQR can capitalize on personalized investment solutions with their quantitative tools.

What critics are saying

  • Increased competition from quantitative firms may erode AQR's market share.
  • The rise of passive strategies like ETFs could impact demand for AQR's services.
  • Regulatory scrutiny on quantitative trading could increase compliance costs for AQR.

What makes AQR Capital Management unique

  • AQR integrates financial theory with practical application for superior investment results.
  • The firm uses quantitative tools to process fundamental information and manage risk.
  • AQR's systematic approach aligns with the growing trend of factor investing.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation