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AWM - Operations - Bank Relationship Management & Marketing Strategy - Analyst

Spectraforce Technologies
United States, New York, New York
Jun 25, 2025
Job Title: AWM - Operations - Bank Relationship Management & Marketing Strategy - Analyst

Location: New York, NY, 10001

Duration: 5+ months


Summary:

  • The Bank Relationship Management team is responsible for the management of the front-to-back oversight governance framework for fund administrators, custodians, and brokers across the Asset Management fund complex and institutional client-managed accounts.
  • Client's Asset Management manages close to (USD)1 trillion in more than 1,000 funds, distributed to clients across our client base.
  • Bank Relationship Management is looking for an experienced relationship coordinator at an analyst level to join our growing team in New York, New York.


Responsibilities:

  • Coverage and oversight of custodian and fund administrators to maximize potential value delivery across the firm.
  • Creating and driving strategic projects for vendors based on divisional and business unit priorities and needs.
  • Assisting with the evaluation, selection, negotiation and onboarding of new vendors and ongoing compliance with Firm vendor policies.
  • Evaluate new business/products/markets and collaborate across teams to represent and drive work streams.
  • Comply with internal risk frameworks and industry regulations to reduce risk and extract maximum value from our global network, connecting with stakeholders to lobby for internal or market change.
  • Ability to operate independently and effectively drive multiple initiatives.
  • Detail oriented with the ability to quickly identify and learn pertinent information across wide range of products.
  • Excellent written, communication and presentation skills.
  • Ability to work independently multi-task and prioritize work under tight deadlines.
  • Intellectual curiosity, a strong work ethic and commitment to a superior work product.
  • Ability to cultivate effective partnerships with a broad range of stakeholders.
  • Forward thinking, with the ability to assert new ideas and follow them through.
  • Self-motivated and proactive team player who takes ownership and accountability of projects.
  • Strong organizational skills with the ability to effectively manage competing priorities.
  • Explore solutions that leverage business intelligence, low code automation, industry utilities, and external vendor solutions.


Preferred Qualifications:

  • Relevant work experience of 2+ years.
  • Ability to prioritize work in a fast-paced environment.
  • Well-developed organizational skills.
  • Fund experience is not required, but would be an advantage.
  • Knowledge of fund products (i.e., mutual funds and alternative investment funds) and regulatory environments would be beneficial.


Must Haves:

  • Bachelor's degree or equivalent, with relevant industry experience.

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