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Associate II, Cash Flow & Investor Services

External
$75K–$90K/yrFull-timeOn-site1d ago
ComplianceExcelSalesforce
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Responsibilities

  • Process client cash flows in pooled funds and separately managed accounts (SMAs) in support of Acadian's centralized cash flow initiative
  • Collaborate with internal teams such as Compliance, Portfolio Construction, and Operations, as well as communicate with external parties including clients and funds' service providers
  • Maintain accurate client information and facilitate account openings, transitions, restructurings, closings
  • Streamline and improve existing workflow processes for greater efficiency while mitigating risk
  • Contribute to special projects including technological enhancements
  • Develop a deep understanding of Acadian's business model, organizational structure, and the integration of functional teams across the firm
  • We're Looking for Teammates With:
  • Bachelor's degree with strong academic credentials
  • 3-5 years of experience in Client Service or Operations within the Investment Management industry
  • Advanced proficiency with MS products, particularly Excel; experience with Salesforce a plus
  • Superior attention to detail, strong organization skills, and ability to follow through
  • Excellent interpersonal and communication skills, written and verbal
  • Solution-oriented mindset with an eye towards process improvements and automation
  • Ability to multi-task and work well under pressure in a fast-paced environment with competing deliverables
  • Strong business judgment

Benefits

Health insuranceFlexible schedule

Additional Information

Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we manage over $195 billion on behalf of leading institutions worldwide-including pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches. What sets Acadian apart is our people. We foster a collaborative, intellectually curious environment where ideas are tested, diverse perspectives are welcomed, and innovation thrives. We're united by a shared purpose: delivering effective client outcomes and supporting one another in work that's both challenging and rewarding. We offer a flexible hybrid work environment, strong benefits, and a casual but focused office culture-all designed to support the meaningful, collaborative work that defines Acadian. Position Overview: We are looking for an Associate to join our Cash Flow Management and Investor Services Team. This role supports Acadian's cash flow management as well as provides investor service for Commingled Fund and Collective Investment Trust participants. This role is best suited for a dedicated, detail-oriented, organized individual who knows and loves the financial industry and wants to be exposed to many different potential career paths within the business. Acadian supports a hybrid work environment; employees are on-site in the Boston office 3 days a week.


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