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Transition Management Associate

L5

corgiGlens Falls, NY3 days ago

Occupations

Financial and Investment AnalystsBrokerage ClerksSecurities, Commodities, and Financial Services Sales Agents

Industries

Investment Banking and Securities IntermediationPortfolio Management and Investment AdviceMiscellaneous Intermediation
New York City | Full-time | Hybrid About Corgi Corgi 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 field
  • 0.5 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 Apply Submit your résumé.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Glens Falls, NY

Occupation

Financial and Investment Analysts

Industry

Investment Banking and Securities Intermediation

Posted

3 days ago

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