Client Order Management Associate

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Client Order Management Associate

Barclays Global Investors (BGI) is America's largest money manager, providing structured investment strategies such as indexing, risk-controlled active products, and exchange traded funds to investors worldwide. For 35 years, BGI has been at the forefront of developing innovative investment ideas, applying science and technology to the investment process. Headquartered in San Francisco and recently named one of the SF Business Times' "Best Places to Work in the Bay Area," the Barclays PLC subsidiary employs over 2,600 people globally and manages $1.5 trillion in assets.

Overview

The Client Order Management Team serves as the central point of contact for existing clients and is responsible for receiving and coordinating client trade instructions into/from BGI investment funds. The team facilitates all orders through the investment process from notification through settlement in close coordination with internal BGI groups to ensure trade execution is accurate and consistent with the client's instructions. The Client Order Management Associate will be responsible for facilitating and coordinating the notification of client investment instructions within strict time deadlines with an emphasis on risk and quality control. This position has a high level of interdepartmental contact.

Responsibilities

Must be willing to work start time of 5:00 a.m. Serve as a contact for clients and their agents for communication of investment instructions into/from collective funds and separate accounts. Includes facilitation of client trade instructions, verification/confirmation of instructions, compiling of summary data, and verification/dissemination of information to internal BGI groups integral to the investment process globally. Close coordination with internal BGI groups; including, but not limited to, Portfolio Management, Transition Management, Client Relationship, Client Reporting, and Global Offices. Work closely with team members for successful completion of the DC trading on the market open under extremely tight deadlines. Responsible for fielding day-to-day client requests along with inquiries from internal BGI groups, problem solving or directing inquiries where appropriate, while providing high quality client service externally and internally. Participate and complete special projects as assigned, including automation efforts, system testing, client research, and representing COM in firm-wide projects and client meetings. Support team and participate in cross training efforts on all Client Order Management functions. Update and maintain procedures manual and statistics for specific functions. Constantly evaluate processes and procedures for inefficiencies, and make recommendations for improvement.



Requirements

BS/BA in business, finance, accounting, economics, or related field. 1-5 years investment industry experience and/or MBA or CFA is preferred. Exceptional written and verbal communication skills are essential. Demonstrated analytical ability, maturity and judgment in dealing with institutional clientele. Organized and detailed with strong time management skills. Analytical ability to synthesize information and summarize issues. Ability to use factual based data in decision making process while working under critical deadlines. High proficiency in Microsoft Office and an aptitude for learning new applications. Capacity for working effectively and efficiently on multiple projects simultaneously in a fast-paced and ever-changing environment. Ability and desire to work in a team environment.

To apply, please click here. You will be taken to the Barclays Global Investors Careers website where you will be asked to create a profile and submit a resume for this position.

BGI's San Francisco headquarters is located at 45 Fremont (near Market Street) and is easily accessible by BART and Muni. More information about careers at BGI can be obtained at http://www.barclaysglobal.com/about/careers/?r=19&a=34.



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