L&G – Asset Management, America · 7 hours ago
Associate Project Manager, Operations
Chicago, IL
Full-time
Onsite
Mid Level
$80K/yr - $90K/yr
3+ years expL&G – Asset Management, America is seeking an Associate Project Manager for their End to End Solutions function. This role focuses on coordinating and delivering complex investment changes and stock transfer events while ensuring compliance with regulatory requirements and improving processes.
Financial Services
Responsibilities
Act on instructions received from clients and consultants in relation to investment change and stock transfer activity
Coordinate and manage stock transfers to and from products where the firm acts as asset manager, ensuring events are well planed, controlled and executed
Engage with internal and external stakeholders (including custody, transfer agents, investment teams, operations, distribution and clients) to define scope, requirements and event- specific considerations
Provide analysis and information to internal portfolio management and fund management teams, including potential transfer portfolios, cost estimates and event details to support investment decision making
Plan and deliver investment change events within agreed timelines and risk frameworks, escalating issues where appropriate
Act as a workstream lead or coordinator for specific investment change initiatives such as restructures, on/off boarding activity or client driven changes
Work closely with Investment Operations and custodians to ensure timely delivery of assets and management of residual cash
Produce accurate and timely post- event reporting, including costs, outcomes and responses to post event queries
Ensure all activity adheres to internal procedures and external regulatory, risk, and compliance requirements
Identify opportunities to improve ways of working across departments and within projects
Lead or contribute to external and internal calls
Qualification
Required
Collaborative mind set with strong interpersonal skills and a practical, solutions – orientated approach
Strong organisational and coordination skills, with the ability to manage multiple workstreams or events concurrently
High attention to detail and accuracy, particularly in time- sensitive or risk-controlled environments
Clear and confident written and verbal communication skills, with the ability to engage a range of stakeholders
Minimum experience of 3-5 years working across investment, operations or change environments (e.g. asset management, custody, fund operations, or investment change projects)
Ability to adapt to change, challenge existing processes constructively, and support continuous improvement
Comfortable with working under pressure and managing competing priorities
Benefits
Health insurance with an optional HSA
Short term disability
Long term disability
Dental insurance
Vision care
Life insurance
Healthcare
Dependent and Limited Care Flexible Spending Accounts
401K
Vacation
Sick time
An employee assistance program
Commuter and transit programs
Supplemental health benefits including accidental injury
Critical illness and hospital indemnity insurance
Pet insurance
Company
L&G – Asset Management, America
L&G's asset management division is a major global investor across public and private markets, with $1.4 trillion.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Aaron Meder
CEO
Pat Ryan
Chief Financial Officer
Recent News
Legal & General Group
2024-04-26
Pensions & Investments
2024-04-26
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